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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 6.95% 6.02%
6 Month -1.64% -1.37%
1 Year 10.19% 9.1%
3 Year 16.46% 13.61%
5 Year 22.5% 20.62%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth UTI - Master Share-Growth Option
6 Month 2.34% 1.79%
1 Year -0.52% -1.46%
3 Year 14.12% 11.7%
5 Year 14.8% 12.65%

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% 0.49%
Beta 0.925% 0.89%
Alpha 0.048% -0.82%

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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 4.43
Large Cap 81.03 87.31
Mid Cap 8.33 7.63
Small Cap 4.32 0.63

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

UTI - Master Share-Growth Option

Others 5.16 4.43
Communication Services 3.4 -
Energy 6.32 -
Technology 13.08 -
Consumer Cyclical 14.34 -
Healthcare 3.86 -
Industrials 7.9 -
Consumer Defensive 8.37 -
Basic Materials 6.99 -
Financial Services 25.53 -
Real Estate 1.08 -
Utilities 3.98 -
Petroleum Products - 5.1
Industrial Products - 2.08
IT - Software - 10.84
Construction - 3.06
Ferrous Metals - 1.39
Banks - 26.89
Pharmaceuticals & Biotechnology - 4.04
Automobiles - 5.72
Auto Components - 1.5
Personal Products - 1.84
Healthcare Services - 0.63
Finance - 3.21
Diversified FMCG - 2.76
Fertilizers & Agrochemicals - 0.44
Consumer Durables - 1.55
Agricultural Food & other Products - 1.29
Retailing - 5.49
Beverages - 0.98
Diversified Metals - 1.11
Oil - 1.13
Aerospace & Defense - 0.98
Telecom - Services - 4.51
Cement & Cement Products - 0.9
Consumable Fuels - 0.81
Transport Services - 1.17
Power - 2.02
Insurance - 3.47
Leisure Services - 0.66

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