UTI vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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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 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)	₹10516 Cr	₹13074 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

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
1 Month	-2.05%	-2.35%
6 Month	6.72%	4.77%
1 Year	-0.37%	-0.98%
3 Year	15.91%	13.09%
5 Year	19.32%	17.82%

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
6 Month	4.12%	3.03%
1 Year	5.99%	4.29%
3 Year	15.13%	12.63%
5 Year	15.18%	12.92%

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%

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
Standard Deviation	12.59%	11.82%
Sharp	1.00%	0.91%
Beta	0.94%	0.89%
Alpha	0.50%	-0.66%

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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

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
Others	7.91	8.49
Large Cap	79.22	83.73
Mid Cap	8.19	7.14
Small Cap	4.68	0.64

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
Others	4.36	3.9
Communication Services	3.87	5.08
Energy	8	6.03
Technology	11.06	11.48
Consumer Cyclical	12.09	10.71
Healthcare	3.67	4.5
Industrials	8.87	8.41
Consumer Defensive	6.63	9.84
Basic Materials	8.29	2.5
Financial Services	28.9	35.61
Real Estate	0.97	-
Utilities	3.28	1.94