- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4658 Cr | ₹5635 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Apr 2019 | 30 Jul 2005 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 68% | 32% |
| Expense Ratio | 1.91 | 1.9 |
| Manager | Cheenu Gupta | V Srivatsa |
| ISIN Code | INF336L01NY9 | INF789F01869 |
| Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Large & Mid 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 | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.4% | -0.63% |
| 6 Month | 1.18% | 2.21% |
| 1 Year | 2.31% | 10.15% |
| 3 Year | 19.77% | 21.47% |
| 5 Year | 16.4% | 20.21% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.18% | 2.49% |
| 1 Year | 8.27% | 13.33% |
| 3 Year | 13.17% | 16.93% |
| 5 Year | 15% | 18.22% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.74% | 8.95% |
| 3 Year | 19.63% | 10.55% |
| 5 Year | 22.15% | 11.48% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.33% |
| Sharp | 0.91% | 1.18% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.04% | 3.34% |
Fund Managers
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Cheenu Gupta | V Srivatsa |
| Total AUM | ₹0 Cr | ₹7921 Cr |
| Funds Managed | 9 | 3 |
| HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.89 | 7 |
| Large Cap | 35.68 | 46.84 |
| Small Cap | 14.91 | 12.43 |
| Mid Cap | 27.53 | 33.74 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.41 | 3.82 |
| Energy | 1.55 | 8.47 |
| Industrials | 17.59 | 7.59 |
| Technology | 8.62 | 10.3 |
| Financial Services | 37.52 | 27.98 |
| Consumer Cyclical | 20.03 | 10.46 |
| Healthcare | 7.26 | 7.37 |
| Basic Materials | 0.6 | 7.67 |
| Utilities | 0.07 | 2.03 |
| Consumer Defensive | 1.39 | 5.72 |
| Communication Services | 3.96 | 5.49 |
| Real Estate | - | 3.1 |
Top Comparisons
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.88%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.43%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.37%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.4%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.78%
SBI Children's Fund - Investment Plan - Regular Plan - Growth
3Y Returns21.71%
Axis Children's Fund - Lock in - Growth
3Y Returns10.83%
