UTI vs Kotak Pioneer Fund 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) ₹2725 Cr ₹3435 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 31 Oct 2019 01 Aug 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 1.89 1.91
Manager Arjun Khanna Sachin Trivedi
ISIN Code INF174KA1EW8 INF789F01299
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month -5.4% -7.78%
6 Month 7.74% -2.18%
1 Year 33.19% 30.92%
3 Year 14.22% 21.46%
5 Year 23.41% 21.96%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 25.96% 14.31%
3 Year 26.63% 28.6%
5 Year - 27.6%

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 6.08
Large Cap 41.74 63.32
Mid Cap 25.95 25.01
Small Cap 15.81 5.59

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 16.71 6.01
Petroleum Products 4.43 -
Retailing 11.25 -
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 -
Commercial Services & Supplies 1.6 -
Automobiles 5.41 -
Personal Products 0.48 -
Electrical Equipment 4.65 -
Industrial Products 5.08 -
Insurance 3.92 -
IT - Services 1.14 -
IT - Software 3.1 -
Consumer Durables 2.32 -
Finance 2.03 -
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 -
Healthcare Services 4 -
Auto Components 12.08 -
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Fertilizers & Agrochemicals 0.98 -
Transport Services 3.12 -
Leisure Services 1.1 -
Realty 1.15 -
Financial - 0.9
Energy - 0.1
Automobile - 74.8
Services - 14.01
Capital Goods - 3.3
Metals & Mining - 0.88

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