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UTI vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
UTI - Master Share-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Fund | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹53959 Cr | ₹13074 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 | 1.5 | 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 Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Month | -2.81% | -3.06% |
| 6 Month | 5.01% | 2.56% |
| 1 Year | 4.38% | 1.5% |
| 3 Year | 14.36% | 12.04% |
| 5 Year | 18.97% | 17.22% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 4.09% | 2.7% |
| 1 Year | 5.67% | 2.4% |
| 3 Year | 13.16% | 11.42% |
| 5 Year | 14.08% | 12.05% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 12.73% | 11.69% |
| 3 Year | 12.54% | 12.17% |
| 5 Year | 13.52% | 13.23% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.31% | 11.82% |
| Sharp | 1.05% | 0.91% |
| Beta | 0.89% | 0.89% |
| Alpha | 1.11% | -0.66% |
Fund Managers
| Scheme Name | SBI Large Cap 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 Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
Market Cap
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 5.3 | 8.49 |
| Large Cap | 81.45 | 83.73 |
| Small Cap | 1.64 | 0.64 |
| Mid Cap | 11.62 | 7.14 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 5.3 | 3.9 |
| Energy | 8.06 | 6.03 |
| Technology | 5.25 | 11.48 |
| Industrials | 7.46 | 8.41 |
| Basic Materials | 9.37 | 2.5 |
| Consumer Cyclical | 12.71 | 10.71 |
| Consumer Defensive | 8.44 | 9.84 |
| Financial Services | 33.56 | 35.61 |
| Healthcare | 6.02 | 4.5 |
| Utilities | 1.03 | 1.94 |
| Real Estate | 0.08 | - |
| Communication Services | 2.72 | 5.08 |
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