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UTI vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
UTI - Master Share-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10235 Cr | ₹12948 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 Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Month | 2.45% | 3.08% |
| 6 Month | 13.64% | 12.61% |
| 1 Year | -0.9% | -2.57% |
| 3 Year | 14.25% | 11.74% |
| 5 Year | 18.76% | 17.32% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 3.32% | 3.25% |
| 1 Year | 10.77% | 9.71% |
| 3 Year | 14.62% | 12.47% |
| 5 Year | 14.42% | 12.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 15.4% | 11.69% |
| 3 Year | 13.97% | 12.17% |
| 5 Year | 13.86% | 13.23% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 12.13% | 11.82% |
| Sharp | 0.60% | 0.52% |
| Beta | 0.95% | 0.88% |
| Alpha | 0.66% | -0.44% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Karthikraj Lakshmanan |
| Total AUM | ₹139411 Cr | ₹14959 Cr |
| Funds Managed | 11 | 2 |
| Kotak Large Cap Fund - Growth | UTI - Master Share-Growth Option |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 8.12 | 7.81 |
| Large Cap | 79.33 | 83.71 |
| Mid Cap | 8.03 | 7.71 |
| Small Cap | 4.52 | 0.76 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 4.16 | 3.38 |
| Communication Services | 3.79 | 4.97 |
| Energy | 7.94 | 4.98 |
| Technology | 9.89 | 10.89 |
| Consumer Cyclical | 12.58 | 11.64 |
| Industrials | 8.81 | 8.76 |
| Consumer Defensive | 7.35 | 10.43 |
| Basic Materials | 8.06 | 3.32 |
| Financial Services | 28.85 | 35.64 |
| Healthcare | 4.63 | 4.6 |
| Real Estate | 0.9 | - |
| Utilities | 3.04 | 1.38 |
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