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 | 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 | 1.15% | 1.09% |
6 Month | -1.16% | -0.5% |
1 Year | 5.18% | 5.37% |
3 Year | 18.91% | 16.3% |
5 Year | 21.68% | 19.8% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 6.89% | 5.84% |
1 Year | 6.49% | 5.06% |
3 Year | 15.64% | 13.19% |
5 Year | 15.55% | 13.36% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 15.64% | 11.86% |
3 Year | 13.9% | 12.11% |
5 Year | 13.8% | 13.14% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 12.859% | 11.82% |
Sharp | 0.434% | 0.63% |
Beta | 0.925% | 0.89% |
Alpha | 0.048% | -0.99% |
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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 | 3.71 |
Large Cap | 81.03 | 88.73 |
Mid Cap | 8.33 | 6.87 |
Small Cap | 4.32 | 0.66 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 5.16 | 3.71 |
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 | - | 5.82 |
Industrial Products | - | 2.29 |
IT - Software | - | 10.71 |
Construction | - | 2.82 |
Banks | - | 27.46 |
Pharmaceuticals & Biotechnology | - | 4.12 |
Auto Components | - | 1.49 |
Automobiles | - | 5.66 |
Personal Products | - | 1.77 |
Healthcare Services | - | 0.66 |
Finance | - | 4.04 |
Diversified FMCG | - | 3 |
Consumer Durables | - | 2.18 |
Agricultural Food & other Products | - | 1.45 |
Retailing | - | 5.41 |
Beverages | - | 0.7 |
Diversified Metals | - | 0.86 |
Oil | - | 1.08 |
Ferrous Metals | - | 0.85 |
Aerospace & Defense | - | 0.99 |
Telecom - Services | - | 4.37 |
Cement & Cement Products | - | 0.59 |
Consumable Fuels | - | 0.76 |
Transport Services | - | 1.16 |
Power | - | 1.97 |
Insurance | - | 3.36 |
Leisure Services | - | 0.69 |
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