Axis Special Situations Fund vs Kotak Pioneer Fund compare

Kotak Pioneer Fund- Regular Plan- Growth Option

AXIS INNOVATION FUND - Regular Plan - Growth Option

Overview

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2588 Cr	₹1271 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	31 Oct 2019	05 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 50 TRI
Turn Over	9.69%	18%
Expense Ratio	1.89	2.22
Manager	Arjun Khanna	Vinayak Jayanath
ISIN Code	INF174KA1EW8	INF846K01Y05
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Month	3.26%	4.28%
6 Month	22.74%	23.15%
1 Year	47.3%	40.26%
3 Year	20.55%	14.13%
5 Year	-	-

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.6%	17.36%
3 Year	44.81%	31.54%
5 Year	80.63%	36.29%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
1 Year	28.44%	13.88%
3 Year	62.49%	39.49%
5 Year	89.6%	42.49%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Standard Deviation	12.71%	13.48%
Sharp	0.98%	0.63%
Beta	0.81%	0.9%
Alpha	2.52%	-1.06%

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Name	Arjun Khanna	Vinayak Jayanath
Total AUM	₹169639 Cr	₹0 Cr
Fund Manage	24	18
	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	18.98	21.37
Large Cap	42.16	36.72
Mid Cap	25.93	30.59
Small Cap	13.94	11.27

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	AXIS INNOVATION FUND - Regular Plan - Growth Option
Others	18.98	0.99
Petroleum Products	4.78	-
Banks	4.78	-
Pharmaceuticals and Biotechnology	4.1	-
Auto Components	13.24	-
Commercial Services and Supplies	1.7	-
Automobiles	5.59	-
Personal Products	0.52	-
Electrical Equipment	3.77	-
Industrial Products	5.73	-
Insurance	3.89	2.07
IT - Services	1.13	-
Retailing	9.18	-
Finance	2.61	-
Gas	0.64	-
Entertainment	0.2	-
IT - Software	3.2	-
Consumer Durables	2.22	-
Telecom - Services	2.92	-
Chemicals and Petrochemicals	1.41	-
Healthcare Services	1.33	-
Financial Technology (Fintech)	1.41	-
Diversified	1.04	-
Fertilizers and Agrochemicals	0.99	-
Transport Services	3.09	-
Leisure Services	1.19	-
Realty	1.37	-
Services	-	23.61
Energy	-	7.59
Capital Goods	-	14.12
Financial	-	12.69
Technology	-	10.39
Construction	-	0.91
Healthcare	-	6.12
Automobile	-	5.36
Chemicals	-	10.93
Consumer Staples	-	1.52
Metals & Mining	-	2.81
Communication	-	0.84