UTI vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
UTI - Master Share-Growth Option
Chart Comparison
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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