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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 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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