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UTI vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon UTI - Master Share-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
Asset Size (Cr) ₹9268 Cr ₹12482 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Dec 1998 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 14.49% 17%
Expense Ratio 1.74 1.76
Manager Harsha Upadhyaya Karthikraj Lakshmanan
ISIN Code INF174K01153 INF789F01976
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
1 Month -2.04% -0.54%
6 Month -9.04% -7.63%
1 Year 6.3% 6.89%
3 Year 12% 9.8%
5 Year 14.99% 13.92%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
6 Month - -
1 Year -6.59% -3.61%
3 Year 12.45% 11.23%
5 Year 15.23% 13.85%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
1 Year 15.88% 12.06%
3 Year 13.9% 12.16%
5 Year 13.72% 13.02%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
Standard Deviation 12.419% 11.82%
Sharp 0.522% 0.29%
Beta 0.925% 0.92%
Alpha -0.21% -1.98%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

UTI - Master Share-Growth Option

Others 4.34 3.37
Large Cap 83.85 84.82
Mid Cap 10.08 10.95
Small Cap 2.4 0.85

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

UTI - Master Share-Growth Option

Others 4.34 3.37
Telecom - Services 3.35 4.76
Petroleum Products 6.45 3.73
IT - Software 12.16 13.09
Pharmaceuticals & Biotechnology 3.05 4.11
Construction 3.88 2.51
Retailing 2.63 5.31
Diversified FMCG 5.39 2.25
Non - Ferrous Metals 0.91 -
Banks 21.49 25.92
Aerospace & Defense 0.75 0.55
Cement & Cement Products 2.09 1.55
Ferrous Metals 1.18 2.09
Pharmaceuticals and Biotechnology 0.46 -
Realty 1.18 -
Automobiles 6.74 5.4
Personal Products 1.6 1.7
Finance 3.96 3.45
Fertilizers & Agrochemicals 1.3 0.58
Gas 0.86 -
Consumer Durables 2.1 2.85
Industrial Products 0.92 1.01
Auto Components 4.76 1.9
Chemicals & Petrochemicals 1.21 -
Healthcare Services 0.53 0.85
Transport Services 1.61 1.24
Power 3.84 2.04
Insurance 0.62 3.54
Beverages 1.31 1.03
Agricultural Food & other Products - 0.97
Oil - 1.04
Diversified - 0.51
Consumable Fuels - 0.88
Textiles & Apparels - 1.03
Leisure Services - 0.73

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