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Compare SBI Bluechip Fund vs UTI Nifty 50 Index Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 3.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.5 | 0.25 |
NAV | ₹90.94 | ₹167.94 |
Fund Started | 23 Dec 2005 | 14 Feb 2000 |
Fund Size | ₹50502.29 Cr | ₹20082.74 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | - |
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.5
0.25
NAV
₹90.94
₹167.94
Fund Started
23 Dec 2005
14 Feb 2000
Fund Size
₹50502.29 Cr
₹20082.74 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
-
Returns
1 Year | 20.47% | 18.19% |
3 Year | 13.93% | 12.92% |
5 Year | 17.39% | 16.45% |
1 Year
20.47%
18.19%
3 Year
13.93%
12.92%
5 Year
17.39%
16.45%
Holding Analysis
Equity | 96.41% | 99.96% |
Cash | 2.70% | 0.04% |
Equity
96.41%
99.96%
Cash
2.70%
0.04%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.41% |
ICICI Bank Ltd. | 7.43% |
ITC Ltd. | 4.87% |
Infosys Ltd. | 4.77% |
Larsen & Toubro Ltd. | 4.45% |
Reliance Industries Ltd. | 4.12% |
Tata Consultancy Services Ltd. | 3.59% |
Divi's Laboratories Ltd. | 3.19% |
Kotak Mahindra Bank Ltd. | 3.16% |
Britannia Industries Ltd. | 2.95% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 12.11% |
ICICI Bank Ltd. | 8.37% |
Reliance Industries Ltd. | 8.31% |
Infosys Ltd. | 5.82% |
ITC Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.98% |
Larsen & Toubro Ltd. | 3.92% |
Tata Consultancy Services Ltd. | 3.73% |
Axis Bank Ltd. | 3.04% |
State Bank of India | 2.90% |
Fund Manager
Name | Sohini Andani | Sharwan Kumar Goyal |
Start Date | 16 Sep 2010 | 02 Jul 2018 |
Name
Sohini Andani
Sharwan Kumar Goyal
Start Date
16 Sep 2010
02 Jul 2018
About Fund
Description | The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time). | The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment. |
Launch Date | 23 Dec 2005 | 14 Feb 2000 |
Description
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).
The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment.
Launch Date
23 Dec 2005
14 Feb 2000
