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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 Very High
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 2.01% 3.21%
6 Month -1.39% -1.49%
1 Year 9.72% 8.71%
3 Year 14.1% 11.88%
5 Year 22.89% 21.1%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
6 Month 1.5% 1.46%
1 Year -0.01% -1%
3 Year 13.49% 12.44%
5 Year 15.12% 13.47%

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 0.45% 0.23%
Beta 0.89% 0.9%
Alpha 0.97% -1.85%

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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
Funds Managed 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 5.73 3.57
Large Cap 81.07 85.91
Mid Cap 11.61 9.87
Small Cap 1.59 0.66

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

UTI - Master Share-Growth Option

Others 5.55 3.57
Energy 5.99 6.63
Technology 9.14 11.98
Industrials 7.58 6.87
Healthcare 6.33 4.64
Consumer Cyclical 14.76 11.21
Consumer Defensive 9.76 9.75
Basic Materials 5.47 4.89
Financial Services 31.3 33.74
Real Estate 1.24 -
Communication Services 2.87 4.9
Utilities - 1.82

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