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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) | ₹52830 Cr | ₹12947 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 | 3.02% | 2.59% |
| 6 Month | 6.13% | 5.21% |
| 1 Year | 5.52% | 5.72% |
| 3 Year | 14.08% | 12.22% |
| 5 Year | 19.03% | 17.09% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 0.03% | 0.33% |
| 1 Year | 6.73% | 6.14% |
| 3 Year | 11.2% | 10.44% |
| 5 Year | 12.36% | 10.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 12.54% | 11.56% |
| 3 Year | 12.64% | 12.17% |
| 5 Year | 13.6% | 13.3% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.30% | 11.39% |
| Sharp | 0.65% | 0.50% |
| Beta | 0.90% | 0.91% |
| Alpha | -0.15% | -1.86% |
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 | 3.06 | 7.16 |
| Large Cap | 83.58 | 84.55 |
| Small Cap | 1.7 | 0.77 |
| Mid Cap | 11.66 | 7.52 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 3.06 | 2.68 |
| Energy | 7.49 | 5.64 |
| Technology | 5.47 | 11.14 |
| Industrials | 7.57 | 9.71 |
| Basic Materials | 11.02 | 4.84 |
| Consumer Cyclical | 13.83 | 11.59 |
| Consumer Defensive | 9.45 | 10.19 |
| Financial Services | 32.91 | 34.16 |
| Healthcare | 5.64 | 4.31 |
| Utilities | 0.97 | 1.38 |
| Communication Services | 2.6 | 4.36 |
Top Comparisons
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