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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) | ₹3873 Cr | ₹4047 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 | 2.55% | 3.61% |
| 6 Month | -8.4% | -4.21% |
| 1 Year | 2.86% | 10.61% |
| 3 Year | 16.66% | 21.2% |
| 5 Year | 23.04% | 28.33% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.46% | 1.09% |
| 1 Year | -12.89% | -2.25% |
| 3 Year | 16.54% | 21.37% |
| 5 Year | 17.5% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.03% | 9.5% |
| 3 Year | 19.46% | 9.15% |
| 5 Year | 21.66% | 10.86% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.811% | 12.33% |
| Sharp | 0.444% | 0.81% |
| Beta | 0.981% | 0.92% |
| Alpha | 1.122% | 3.15% |
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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 | 1.85 | 5.62 |
| Large Cap | 44.97 | 44.64 |
| Small Cap | 12.89 | 12.55 |
| Mid Cap | 40.28 | 37.19 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.85 | 3.44 |
| Energy | 0.02 | 2.44 |
| Industrials | 25.68 | 6.02 |
| Technology | 16.65 | 8.04 |
| Financial Services | 22.6 | 33.25 |
| Consumer Cyclical | 16.84 | 11.34 |
| Healthcare | 7.54 | 6.82 |
| Basic Materials | 1.65 | 11.45 |
| Utilities | 3.11 | 2.07 |
| Consumer Defensive | 0.41 | 6.43 |
| Real Estate | 2.12 | 2.42 |
| Communication Services | 1.52 | 6.29 |
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