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) | ₹52421 Cr | ₹12948 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 | 2.13% | 2.22% |
6 Month | 12.88% | 12.78% |
1 Year | 0.11% | -2.59% |
3 Year | 13.51% | 11.84% |
5 Year | 18.83% | 17.02% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 3.26% | 3.25% |
1 Year | 10.56% | 9.71% |
3 Year | 13.42% | 12.47% |
5 Year | 13.84% | 12.27% |
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 | 0.64% | 0.52% |
Beta | 0.89% | 0.88% |
Alpha | 0.99% | -0.44% |
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 | 4.7 | 7.81 |
Large Cap | 81.92 | 83.71 |
Small Cap | 1.59 | 0.76 |
Mid Cap | 11.79 | 7.71 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 4.7 | 3.38 |
Energy | 7.6 | 4.98 |
Technology | 4.95 | 10.89 |
Industrials | 7.09 | 8.76 |
Basic Materials | 11.04 | 3.32 |
Consumer Cyclical | 12.69 | 11.64 |
Consumer Defensive | 9.84 | 10.43 |
Financial Services | 33.12 | 35.64 |
Healthcare | 5.37 | 4.6 |
Utilities | 0.97 | 1.38 |
Real Estate | 0 | - |
Communication Services | 2.64 | 4.97 |
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