UTI vs SBI Blue Chip Fund compare
SBI Blue Chip Fund-Regular Plan Growth
UTI - Master Share-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
Fund | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49128 Cr | ₹12482 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2006 | 30 Jul 2005 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | BSE 100 |
Turn Over | 15% | 17% |
Expense Ratio | 1.51 | 1.76 |
Manager | Pradeep Kesavan | Karthikraj Lakshmanan |
ISIN Code | INF200K01180 | INF789F01976 |
Exits Load | SBI Blue Chip Fund - Regular Plan - 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 | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Month | 3.01% | 3.68% |
6 Month | -0.95% | -0.07% |
1 Year | 9.9% | 8.19% |
3 Year | 14.46% | 12.2% |
5 Year | 21.28% | 19.58% |
SIP Return Analysis
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 2.09% | 2.54% |
1 Year | -0.2% | -0.35% |
3 Year | 13.74% | 12.95% |
5 Year | 15.2% | 13.73% |
Rolling Lumpsum Returns
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 13.25% | 12.06% |
3 Year | 12.31% | 12.16% |
5 Year | 13.28% | 13.02% |
Risk Management
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 11.31% | 11.82% |
Sharp | 0.45% | 0.23% |
Beta | 0.89% | 0.9% |
Alpha | 0.97% | -1.85% |
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Fund Managers
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Karthikraj Lakshmanan |
Total AUM | ₹434274 Cr | ₹14959 Cr |
Funds Managed | 43 | 2 |
SBI Blue Chip Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
Market Cap
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 5.73 | 3.57 |
Large Cap | 81.07 | 85.91 |
Mid Cap | 11.61 | 9.87 |
Small Cap | 1.59 | 0.66 |
Sector Allocation
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 5.55 | 3.57 |
Energy | 5.99 | 6.63 |
Technology | 9.14 | 11.98 |
Industrials | 7.58 | 6.87 |
Healthcare | 6.33 | 4.64 |
Consumer Cyclical | 14.76 | 11.21 |
Consumer Defensive | 9.76 | 9.75 |
Basic Materials | 5.47 | 4.89 |
Financial Services | 31.3 | 33.74 |
Real Estate | 1.24 | - |
Communication Services | 2.87 | 4.9 |
Utilities | - | 1.82 |
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