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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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month 2.4% 2.32%
6 Month -5.52% -8.78%
1 Year 10.21% 1.1%
3 Year 17.09% 21.34%
5 Year 27.73% 30.4%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month -3.56% -2.07%
1 Year -9.06% -14.96%
3 Year 17.58% 16.28%
5 Year 18.07% 20.48%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.681% 16.395%
Sharp 0.805% 0.801%
Beta - -
Alpha - -

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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
Funds Managed 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 19.52 4.64
Large Cap 37.14 75.46
Small Cap 15.82 11.46
Mid Cap 27.53 8.44

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 19.52 4.64
Energy 3.04 -
Consumer Cyclical 23.59 79.46
Financial Services 9.33 -
Healthcare 10.4 -
Technology 4.28 -
Consumer Defensive 4.22 -
Industrials 16.71 15.9
Communication Services 5.19 -
Basic Materials 2.78 -
Real Estate 0.94 -

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