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UTI vs SBI Blue Chip Fund compare

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tortoise-icon SBI Blue Chip Fund-Regular Plan 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 SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
Fund SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹49128 Cr ₹12482 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Feb 2006 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 TRI BSE 100
Turn Over 15% 17%
Expense Ratio 1.51 1.76
Manager Pradeep Kesavan Karthikraj Lakshmanan
ISIN Code INF200K01180 INF789F01976
Exits Load SBI Blue Chip Fund - Regular Plan - 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 SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
1 Month -2.21% -0.54%
6 Month -7.77% -7.63%
1 Year 7.77% 6.89%
3 Year 11.96% 9.8%
5 Year 14.94% 13.92%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
6 Month - -
1 Year -5.03% -3.61%
3 Year 11.55% 11.23%
5 Year 14.98% 13.85%

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
1 Year 13.25% 12.06%
3 Year 12.31% 12.16%
5 Year 13.28% 13.02%

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
Standard Deviation 11.31% 11.82%
Sharp 0.51% 0.29%
Beta 0.88% 0.92%
Alpha 0.74% -1.98%

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Fund Managers

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
Name Pradeep Kesavan Karthikraj Lakshmanan
Total AUM ₹434274 Cr ₹14959 Cr
Fund Manage 43 2
SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option

Market Cap

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

UTI - Master Share-Growth Option

Others 5.14 3.37
Large Cap 80.43 84.82
Mid Cap 13.62 10.95
Small Cap 0.81 0.85

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

UTI - Master Share-Growth Option

Others 5.14 3.37
Petroleum Products 4.68 3.73
IT - Software 9.04 13.09
Construction 4.45 2.51
Healthcare Services 0.71 0.85
Retailing 1.92 5.31
Diversified FMCG 7.17 2.25
Non - Ferrous Metals 1.36 -
Banks 21.81 25.92
Pharmaceuticals & Biotechnology 6.39 4.11
Automobiles 8.16 5.4
Cement & Cement Products 1.37 1.55
Auto Components 5.5 1.9
Insurance 3.68 3.54
Finance 2.34 3.45
Electrical Equipment 1.69 -
Diversified Metals 1.25 -
Food Products 2.95 -
Realty 2.31 -
Industrial Products 1 1.01
Telecom - Services 2.69 4.76
Fertilizers & Agrochemicals 0.77 0.58
Ferrous Metals 0.91 2.09
Textiles & Apparels 2.71 1.03
Consumer Durables - 2.85
Personal Products - 1.7
Agricultural Food & other Products - 0.97
Oil - 1.04
Aerospace & Defense - 0.55
Diversified - 0.51
Consumable Fuels - 0.88
Transport Services - 1.24
Beverages - 1.03
Power - 2.04
Leisure Services - 0.73

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