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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) | ₹4365 Cr | ₹4866 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 | -2.03% | -2.5% |
| 6 Month | 8.27% | 7.7% |
| 1 Year | -3.1% | 0.26% |
| 3 Year | 19.87% | 22.45% |
| 5 Year | 22.89% | 26.38% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.85% | 5.49% |
| 1 Year | 5.32% | 6.75% |
| 3 Year | 19.44% | 21.45% |
| 5 Year | 18.76% | 21.52% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.55% | 9.68% |
| 3 Year | 19.09% | 9.67% |
| 5 Year | 21.88% | 11.04% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.47% | 12.33% |
| Sharp | 1.04% | 1.42% |
| Beta | 0.98% | 0.93% |
| Alpha | 3.83% | 2.94% |
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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 | 3.57 | 5.72 |
| Large Cap | 49.91 | 44.99 |
| Small Cap | 9.62 | 13.02 |
| Mid Cap | 36.91 | 36.27 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.34 | 4.05 |
| Energy | 0.02 | 6.45 |
| Industrials | 21.97 | 7.34 |
| Technology | 7.44 | 9.23 |
| Financial Services | 28.13 | 30.08 |
| Consumer Cyclical | 20.38 | 9.39 |
| Healthcare | 9.95 | 7.53 |
| Basic Materials | 2.43 | 9.41 |
| Utilities | 2.48 | 2.09 |
| Consumer Defensive | 2.6 | 5.35 |
| Real Estate | 0.09 | 2.49 |
| Communication Services | 3.15 | 6.59 |
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