UTI vs Kotak Bluechip Fund compare

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Kotak Bluechip 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 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

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%

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%

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%

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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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

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

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