Kotak Pioneer Fund vs Sundaram Services Fund Regular Plan compare
Kotak Pioneer Fund- Regular Plan- Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 | - | - |
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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 |
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