UTI vs Kotak Bluechip Fund compare

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)	₹10427 Cr	₹12947 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	3.22%	2.59%
6 Month	7.16%	5.21%
1 Year	6.73%	5.72%
3 Year	15.28%	12.22%
5 Year	18.76%	17.09%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
6 Month	0.61%	0.33%
1 Year	8.05%	6.14%
3 Year	12.58%	10.44%
5 Year	13.14%	10.9%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
1 Year	15.22%	11.56%
3 Year	14.04%	12.17%
5 Year	13.89%	13.3%

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
Standard Deviation	11.78%	11.39%
Sharp	0.72%	0.50%
Beta	0.95%	0.91%
Alpha	0.55%	-1.86%

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	7.54	7.16
Large Cap	79.46	84.55
Mid Cap	7.67	7.52
Small Cap	5.33	0.77

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	UTI - Master Share-Growth Option
Others	3.37	2.68
Communication Services	3.69	4.36
Energy	7.86	5.64
Technology	9.47	11.14
Consumer Cyclical	13.93	11.59
Industrials	8.79	9.71
Consumer Defensive	7.44	10.19
Basic Materials	8.12	4.84
Financial Services	28.87	34.16
Healthcare	4.43	4.31
Real Estate	0.86	-
Utilities	3.17	1.38

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