Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Pioneer Fund vs Sundaram Services Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2666 Cr ₹3793 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Oct 2019 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI,MSCI ACWI Information Technology TRI NIFTY Service Sector TRI
Turn Over 9.69% 29%
Expense Ratio 1.88 1.94
Manager Arjun Khanna Rohit Seksaria
ISIN Code INF174KA1EW8 INF903JA1EX7
Exits Load Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month -4.53% -2.75%
6 Month -9.04% -4.83%
1 Year 12.19% 9.35%
3 Year 16.42% 15.22%
5 Year 20.82% 17.45%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year -5.16% -0.88%
3 Year 18.37% 15.42%
5 Year 19.94% 19.54%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 30.75% 20.46%
3 Year 19.85% 22.46%
5 Year 23.88% 21.59%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.681% 13.525%
Sharp 0.805% 0.651%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth
Name Arjun Khanna Rohit Seksaria
Total AUM ₹169639 Cr ₹0 Cr
Fund Manage 24 15
Kotak Pioneer Fund- Regular Plan- Growth Option Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 19.42 5.56
Large Cap 36.42 43.98
Small Cap 16.04 33.76
Mid Cap 28.12 16.69

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 19.42 5.56
Petroleum Products 2.85 4.5
Retailing 13.93 3.99
Banks 3.84 18.71
Pharmaceuticals & Biotechnology 4.86 -
Commercial Services & Supplies 1.36 0.98
Automobiles 4.96 -
Personal Products 0.85 -
Electrical Equipment 5.75 -
Industrial Products 5.7 -
Insurance 3.35 3.41
IT - Services 1.14 3.17
IT - Software 2.37 6.49
Consumer Durables 2.03 3.57
Telecom - Services 3.63 10.37
Chemicals & Petrochemicals 1.24 -
Healthcare Services 5.28 7.29
Auto Components 9.82 -
Financial Technology (Fintech) 1.98 1.1
Diversified 0.78 -
Fertilizers & Agrochemicals 0.8 -
Transport Services 3.04 1.75
Realty 1.02 1.7
Finance - 12.08
Capital Markets - 6.55
Entertainment - 1.72
Leisure Services - 4.29
Transport Infrastructure - 1.46
Textiles & Apparels - 1.3

Top Comparisons

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns11%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns14.97%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns21.2%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns16.05%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns13.27%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.32%

Compare Now
Add to Cart Successfully