Kotak Pioneer Fund vs UTI compare

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

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tortoise-icon 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) ₹2629 Cr ₹3478 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 1.94 1.93
Manager Arjun Khanna Sachin Trivedi
ISIN Code INF174KA1EW8 INF789F01299
Exits Load Kotak Pioneer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month 0.72% -2.34%
6 Month 3.85% -8.72%
1 Year 28.57% 18.63%
3 Year 17.6% 24.58%
5 Year 23.7% 21.17%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 21.48% 1.94%
3 Year 27.4% 25.34%
5 Year 25.38% 26.22%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Year 31.08% 13.71%
3 Year 20.07% 15.14%
5 Year 24.18% 14.74%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.71% 14.14%
Sharp 0.98% 1.69%
Beta 0.81% 0.94%
Alpha 2.52% -1.54%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 16.71 4.07
Large Cap 41.74 73.25
Mid Cap 25.95 14.49
Small Cap 15.81 8.18

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 16.71 4.07
Petroleum Products 4.43 -
Retailing 11.25 2.38
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 -
Commercial Services & Supplies 1.6 0.11
Automobiles 5.41 57.44
Personal Products 0.48 -
Electrical Equipment 4.65 -
Industrial Products 5.08 0.91
Insurance 3.92 -
IT - Services 1.14 -
IT - Software 3.1 -
Consumer Durables 2.32 -
Finance 2.03 0.42
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 -
Healthcare Services 4 -
Auto Components 12.08 18.94
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Fertilizers & Agrochemicals 0.98 -
Transport Services 3.12 8
Leisure Services 1.1 -
Realty 1.15 -
Agricultural, Commercial & Construction Vehicles - 2.04
Transport Infrastructure - 5.68

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