UTI vs Kotak Pioneer Fund 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 Risk	Very High Risk
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	-4.53%	-3.11%
6 Month	-9.04%	-16.39%
1 Year	12.19%	2.36%
3 Year	16.42%	19.83%
5 Year	20.82%	20.63%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-5.16%	-16.17%
3 Year	18.37%	17.14%
5 Year	19.94%	21.76%

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	19.42	4.07
Large Cap	36.42	73.25
Small Cap	16.04	8.18
Mid Cap	28.12	14.49

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	19.42	4.07
Petroleum Products	2.85	-
Retailing	13.93	2.38
Banks	3.84	-
Pharmaceuticals & Biotechnology	4.86	-
Commercial Services & Supplies	1.36	0.11
Automobiles	4.96	57.44
Personal Products	0.85	-
Electrical Equipment	5.75	-
Industrial Products	5.7	0.91
Insurance	3.35	-
IT - Services	1.14	-
IT - Software	2.37	-
Consumer Durables	2.03	-
Telecom - Services	3.63	-
Chemicals & Petrochemicals	1.24	-
Healthcare Services	5.28	-
Auto Components	9.82	18.94
Financial Technology (Fintech)	1.98	-
Diversified	0.78	-
Fertilizers & Agrochemicals	0.8	-
Transport Services	3.04	8
Realty	1.02	-
Agricultural, Commercial & Construction Vehicles	-	2.04
Transport Infrastructure	-	5.68
Finance	-	0.42