Sundaram Services Fund Regular Plan vs Kotak Pioneer Fund 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 | 1.68% | 7.01% |
6 Month | -7.92% | -1.05% |
1 Year | 9.44% | 17.16% |
3 Year | 16.49% | 17.06% |
5 Year | 27.82% | 28.3% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.56% | 3.36% |
1 Year | -9.06% | 7.16% |
3 Year | 17.58% | 18.6% |
5 Year | 18.07% | 20.28% |
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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