Kotak Pioneer Fund vs UTI compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2666 Cr	₹3334 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	Nifty Transportation & Logistics TRI
Turn Over	9.69%	14%
Expense Ratio	1.88	1.96
Manager	Arjun Khanna	Sachin Trivedi
ISIN Code	INF174KA1EW8	INF789F01299
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	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-8.2%	-8.15%
6 Month	-12.16%	-17.61%
1 Year	7.49%	-1.75%
3 Year	18.2%	25.84%
5 Year	22.36%	23.19%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-11.34%	-11.28%
1 Year	-15.4%	-23.04%
3 Year	15.32%	14.79%
5 Year	17.46%	20.15%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	30.75%	13.92%
3 Year	19.85%	15.53%
5 Year	23.88%	15.12%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.681%	15.812%
Sharp	0.805%	0.9%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Name	Arjun Khanna	Sachin Trivedi
Total AUM	₹169639 Cr	₹7301 Cr
Fund Manage	24	3
	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	19.51653	4.63951
Large Cap	37.13553	75.45629
Small Cap	15.8188	11.46384
Mid Cap	27.52917	8.44039

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	19.51653	4.63951
Energy	3.03699	-
Consumer Cyclical	23.59464	79.45908
Financial Services	9.32706	-
Healthcare	10.40244	-
Technology	4.28184	-
Consumer Defensive	4.2205	-
Industrials	16.70654	15.90144
Communication Services	5.19411	-
Basic Materials	2.77831	-
Real Estate	0.94107	-