UTI vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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 | 4.21% | 4.44% |
6 Month | -14.19% | -20.09% |
1 Year | 7.86% | -1.46% |
3 Year | 15.82% | 21.89% |
5 Year | 29.27% | 32.11% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -6.78% | -7.12% |
1 Year | -9.58% | -20.15% |
3 Year | 17.73% | 15.22% |
5 Year | 18.6% | 20.25% |
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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