UTI vs Kotak Bluechip Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Fund	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8849 Cr	₹13184 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	18 Oct 1986
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	14.49%	17%
Expense Ratio	1.75	1.72
Manager	Harsha Upadhyaya	Karthikraj Lakshmanan
ISIN Code	INF174K01153	INF789F01976
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 for units in excess of 12% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
1 Month	0.69%	6.05%
6 Month	18.56%	20.16%
1 Year	36.59%	29.77%
3 Year	16.49%	13.25%
5 Year	20.41%	19.12%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
6 Month	-	-
1 Year	15.77%	12.67%
3 Year	33.55%	26.8%
5 Year	64.9%	55.36%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
1 Year	20.58%	18.96%
3 Year	49.28%	43.19%
5 Year	70.83%	60.87%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Standard Deviation	11.55%	11.82%
Sharp	0.93%	0.59%
Beta	0.89%	0.92%
Alpha	0.95%	-0.7%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Name	Harsha Upadhyaya	Karthikraj Lakshmanan
Total AUM	₹139411 Cr	₹14959 Cr
Fund Manage	11	2
	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Others	3	1.44
Large Cap	79.3	80.56
Mid Cap	15.4	15.58
Small Cap	2.35	0.99

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Others	1.12	0.49
Financial	24.42	-
Communication	3.38	-
Energy	11.14	-
Technology	9.64	-
Healthcare	4.47	-
Construction	5.57	2.02
Consumer Staples	8.51	-
Metals & Mining	2.67	-
Capital Goods	2.49	-
Materials	3.28	-
Insurance	0.98	3.31
Automobile	12.58	-
Services	4.66	-
Chemicals	2.42	-
Consumer Discretionary	2.16	-
Unclassified	0.56	-
Automobiles	-	4.12
Petroleum Products	-	6.67
Industrial Products	-	1.61
IT - Software	-	12.29
Ferrous Metals	-	1.96
Consumer Durables	-	3.98
Banks	-	26.52
Pharmaceuticals & Biotechnology	-	3.29
Personal Products	-	1.78
Healthcare Services	-	0.99
Diversified FMCG	-	0.92
Fertilizers & Agrochemicals	-	0.53
Retailing	-	7.44
Finance	-	3.36
Telecom - Services	-	4.66
Diversified	-	0.51
Cement & Cement Products	-	1.7
Consumable Fuels	-	0.89
Transport Services	-	1.45
Beverages	-	1.37
Power	-	1.72
Textiles & Apparels	-	0.97
Auto Components	-	2.87
Leisure Services	-	1.15