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 | -2.64% | -3.3% |
6 Month | 5.83% | 3.75% |
1 Year | 0.51% | -2.12% |
3 Year | 14.45% | 12.33% |
5 Year | 19.4% | 17.58% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 4.08% | 3.03% |
1 Year | 6.61% | 4.29% |
3 Year | 14.03% | 12.63% |
5 Year | 14.78% | 12.92% |
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% |
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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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