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)	₹9461 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	1.74	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	-5.75%	-6.15%
6 Month	5.23%	4.9%
1 Year	25.2%	19.16%
3 Year	11.72%	8.34%
5 Year	16.6%	15.24%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
6 Month	-	-
1 Year	17.62%	13.36%
3 Year	19.53%	15.87%
5 Year	19.43%	16.92%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
1 Year	15.83%	12.02%
3 Year	13.91%	12.25%
5 Year	13.65%	12.92%

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Standard Deviation	11.55%	11.82%
Sharp	0.55%	0.32%
Beta	0.91%	0.93%
Alpha	0.63%	-2.28%

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	3.66	1.44
Large Cap	83.68	80.56
Mid Cap	9.95	15.58
Small Cap	2.41	0.99

Scheme Name	Kotak Bluechip Fund - Growth	UTI - Master Share-Growth Option
Others	3.66	0.49
Telecom - Services	3.38	4.66
Petroleum Products	6.79	6.67
IT - Software	11.65	12.29
Pharmaceuticals & Biotechnology	3.74	3.29
Construction	3.54	2.02
Retailing	2.25	7.44
Diversified FMCG	5.66	0.92
Non - Ferrous Metals	1.01	-
Banks	20.43	26.52
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	1.7
Ferrous Metals	1.19	1.96
Realty	1.13	-
Insurance	0.9	3.31
Automobiles	6.39	4.12
Personal Products	1.51	1.78
Finance	4.03	3.36
Fertilizers & Agrochemicals	1.24	0.53
Consumer Durables	2.4	3.98
Gas	0.89	-
Industrial Products	0.95	1.61
Auto Components	5.11	2.87
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	0.99
Transport Services	1.81	1.45
Power	3.75	1.72
Beverages	1.36	1.37
Diversified	-	0.51
Consumable Fuels	-	0.89
Textiles & Apparels	-	0.97
Leisure Services	-	1.15