UTI vs SBI Blue Chip Fund compare

UTI vs SBI Blue Chip Fund compare

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SBI Large Cap Fund-Regular Plan 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	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)	₹55637 Cr	₹13399 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	-0.21%	-0.42%
6 Month	2.32%	1.47%
1 Year	8.57%	8.02%
3 Year	14.74%	13.43%
5 Year	15.13%	13.48%

SIP Return Analysis

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	UTI - Master Share-Growth Option
6 Month	3.1%	2.61%
1 Year	12.96%	11.25%
3 Year	12.65%	11.66%
5 Year	13.3%	11.68%

Rolling Lumpsum Returns

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	UTI - Master Share-Growth Option
1 Year	12.37%	11.31%
3 Year	12.76%	12.23%
5 Year	13.78%	13.36%

Risk Management

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	UTI - Master Share-Growth Option
Standard Deviation	11.31%	11.82%
Sharp	0.7%	0.56%
Beta	0.88%	0.89%
Alpha	0.78%	-0.73%

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	5.66	7.37
Large Cap	82.59	83.06
Small Cap	1.15	0.85
Mid Cap	10.59	8.72

Sector Allocation

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	UTI - Master Share-Growth Option
Others	3.26	1.42
Energy	8.24	6.95
Technology	5.77	12.82
Industrials	7.21	10.13
Basic Materials	11.06	5.44
Consumer Cyclical	14.55	11.54
Consumer Defensive	9.29	8.89
Financial Services	31.33	33.73
Healthcare	5.63	3.06
Utilities	0.92	1.04
Communication Services	2.76	4.97

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