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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 | Very High |
| 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 | 3.62% | 6.23% |
| 6 Month | -4% | 1.02% |
| 1 Year | 10.03% | 15% |
| 3 Year | 17.6% | 17.11% |
| 5 Year | 27.45% | 27.75% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.68% | 4.73% |
| 1 Year | -5.59% | 7.76% |
| 3 Year | 18.91% | 18.91% |
| 5 Year | 18.71% | 20.32% |
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% | 13.733% |
| Sharp | 0.805% | 0.606% |
| 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 |
| Funds Managed | 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 | 19.52 | 9.97 |
| Large Cap | 37.14 | 50.92 |
| Small Cap | 15.82 | 28.8 |
| Mid Cap | 27.53 | 10.3 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 19.52 | 6.38 |
| Energy | 3.04 | 5.11 |
| Consumer Cyclical | 23.59 | 12.78 |
| Financial Services | 9.33 | 37.21 |
| Healthcare | 10.4 | 7.46 |
| Technology | 4.28 | 7.92 |
| Consumer Defensive | 4.22 | - |
| Industrials | 16.71 | 5.77 |
| Communication Services | 5.19 | 15.5 |
| Basic Materials | 2.78 | - |
| Real Estate | 0.94 | 1.87 |
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