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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) ₹52251 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 1.5 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 Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
1 Month 1.32% 1.09%
6 Month -0.5% -0.5%
1 Year 5.83% 5.37%
3 Year 18.27% 16.3%
5 Year 21.46% 19.8%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
6 Month 6.45% 5.84%
1 Year 6.84% 5.06%
3 Year 14.31% 13.19%
5 Year 15.01% 13.36%

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
1 Year 12.92% 11.86%
3 Year 12.39% 12.11%
5 Year 13.43% 13.14%

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth UTI - Master Share-Growth Option
Standard Deviation 11.57% 11.82%
Sharp 0.86% 0.63%
Beta 0.86% 0.89%
Alpha 1.95% -0.99%

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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 6.74 3.71
Large Cap 80.34 88.73
Small Cap 1.49 0.66
Mid Cap 11.43 6.87

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

UTI - Master Share-Growth Option

Others 6.74 3.71
Petroleum Products 7.99 5.82
IT - Software 7.75 10.71
Construction 4.85 2.82
Retailing 1.62 5.41
Diversified FMCG 3.4 3
Non - Ferrous Metals 1.35 -
Banks 28.51 27.46
Pharmaceuticals & Biotechnology 6.31 4.12
Automobiles 3.36 5.66
Cement & Cement Products 1.6 0.59
Auto Components 4.72 1.49
Finance 2.63 4.04
Gas 0.97 -
Electrical Equipment 1.12 -
Diversified Metals 1.12 0.86
Food Products 3.28 -
Realty 1.19 -
Telecom - Services 3 4.37
Fertilizers & Agrochemicals 0.81 -
Industrial Products 0.6 2.29
Insurance 3.84 3.36
Ferrous Metals 0.41 0.85
Textiles & Apparels 2.83 -
Personal Products - 1.77
Healthcare Services - 0.66
Consumer Durables - 2.18
Agricultural Food & other Products - 1.45
Beverages - 0.7
Oil - 1.08
Aerospace & Defense - 0.99
Consumable Fuels - 0.76
Transport Services - 1.16
Power - 1.97
Leisure Services - 0.69

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