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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) | ₹4314 Cr | ₹4861 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 | 3.76% | 2.11% |
| 6 Month | 24.41% | 15.15% |
| 1 Year | -1.39% | -2.79% |
| 3 Year | 19.29% | 20.03% |
| 5 Year | 22.21% | 24.69% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.45% | 3.3% |
| 1 Year | 14.92% | 9.46% |
| 3 Year | 20.03% | 19.5% |
| 5 Year | 18.66% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.59% | 9.53% |
| 3 Year | 19.45% | 9.88% |
| 5 Year | 22.51% | 11.21% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.89% | 12.33% |
| Sharp | 0.75% | 1% |
| Beta | 0.98% | 0.95% |
| Alpha | 4.87% | 3% |
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 | 7.93 | 5.97 |
| Large Cap | 43.35 | 45.68 |
| Small Cap | 10.48 | 12.34 |
| Mid Cap | 38.25 | 36 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.21 | 4.46 |
| Energy | 0.02 | 6.38 |
| Industrials | 24.44 | 7.78 |
| Technology | 8.74 | 9.45 |
| Financial Services | 28.58 | 29.97 |
| Consumer Cyclical | 19.07 | 8.61 |
| Healthcare | 9.77 | 8.35 |
| Basic Materials | 1.09 | 9.27 |
| Utilities | 1.96 | 2.23 |
| Consumer Defensive | 1.76 | 5.43 |
| Real Estate | 0.09 | 2.3 |
| Communication Services | 3.26 | 5.78 |
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