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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 Very High
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 3.04% 3.52%
6 Month -4.05% -3.22%
1 Year 11.25% 9.75%
3 Year 13.9% 11.15%
5 Year 23.21% 21.12%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
6 Month 1.07% 1.46%
1 Year -1.73% -1%
3 Year 14.45% 12.44%
5 Year 15.35% 13.47%

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 12.859% 11.82%
Sharp 0.434% 0.23%
Beta 0.925% 0.9%
Alpha 0.048% -1.85%

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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
Funds Managed 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 6.31 3.57
Large Cap 81.03 85.91
Mid Cap 8.33 9.87
Small Cap 4.32 0.66

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

UTI - Master Share-Growth Option

Others 5.16 3.57
Communication Services 3.4 4.9
Energy 6.32 6.63
Technology 13.08 11.98
Consumer Cyclical 14.34 11.21
Healthcare 3.86 4.64
Industrials 7.9 6.87
Consumer Defensive 8.37 9.75
Basic Materials 6.99 4.89
Financial Services 25.53 33.74
Real Estate 1.08 -
Utilities 3.98 1.82

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