UTI vs SBI Blue Chip Fund compare
SBI Blue Chip Fund-Regular Plan Growth
UTI - Master Share-Growth Option
Chart Comparison
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 | 5.16% | 3.8% |
6 Month | -10.22% | -11.16% |
1 Year | 5.67% | 4.53% |
3 Year | 11.9% | 9.01% |
5 Year | 24.29% | 22.37% |
SIP Return Analysis
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | -1.9% | -2.26% |
1 Year | -3.06% | -5.22% |
3 Year | 12.96% | 11.36% |
5 Year | 15.14% | 13.21% |
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 | 0.44% | 0.26% |
Beta | 0.88% | 0.91% |
Alpha | 0.84% | -1.41% |
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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 | 5.83 | 3.57 |
Large Cap | 80.33 | 85.91 |
Mid Cap | 12.09 | 9.87 |
Small Cap | 1.76 | 0.66 |
Sector Allocation
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 5.66 | 3.57 |
Energy | 5.15 | 6.63 |
Technology | 9.79 | 11.98 |
Industrials | 8.22 | 6.87 |
Healthcare | 6.32 | 4.64 |
Consumer Cyclical | 15.25 | 11.21 |
Consumer Defensive | 10.26 | 9.75 |
Basic Materials | 5.16 | 4.89 |
Financial Services | 30.02 | 33.74 |
Real Estate | 1.36 | - |
Communication Services | 2.79 | 4.9 |
Utilities | - | 1.82 |
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