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UTI vs SBI Blue Chip Fund compare

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tortoise-icon SBI Blue Chip Fund-Regular Plan 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 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 6.75% 6.02%
6 Month -2.14% -1.37%
1 Year 10.21% 9.1%
3 Year 15.82% 13.62%
5 Year 22.41% 20.63%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
6 Month 2.33% 1.79%
1 Year 0.3% -1.46%
3 Year 12.86% 11.7%
5 Year 14.32% 12.65%

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 0.65% 0.49%
Beta 0.89% 0.89%
Alpha 1.19% -0.82%

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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 6.89 4.43
Large Cap 79.99 87.31
Small Cap 1.54 0.63
Mid Cap 11.58 7.63

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

UTI - Master Share-Growth Option

Others 6.89 4.43
Petroleum Products 5.96 5.1
IT - Software 8.3 10.84
Construction 5.23 3.06
Retailing 1.68 5.49
Diversified FMCG 5.42 2.76
Non - Ferrous Metals 1.52 -
Banks 27.35 26.89
Pharmaceuticals & Biotechnology 6.22 4.04
Automobiles 4.48 5.72
Cement & Cement Products 1.7 0.9
Auto Components 4.7 1.5
Finance 2.86 3.21
Gas 0.42 -
Electrical Equipment 1.28 -
Diversified Metals 1.28 1.11
Food Products 3.07 -
Realty 1.24 -
Telecom - Services 2.96 4.51
Fertilizers & Agrochemicals 0.78 0.44
Industrial Products 0.62 2.08
Insurance 2.87 3.47
Ferrous Metals 0.43 1.39
Textiles & Apparels 2.74 -
Personal Products - 1.84
Healthcare Services - 0.63
Consumer Durables - 1.55
Agricultural Food & other Products - 1.29
Beverages - 0.98
Oil - 1.13
Aerospace & Defense - 0.98
Consumable Fuels - 0.81
Transport Services - 1.17
Power - 2.02
Leisure Services - 0.66

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