UTI Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

UTI Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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HSBC Large & Mid Cap Fund - Regular Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹4865 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	0.16%	-2.52%
6 Month	19.69%	12.8%
1 Year	-3.91%	-3.98%
3 Year	19.55%	20.6%
5 Year	21.11%	23.48%

SIP Return Analysis

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.69%	0.23%
1 Year	5.24%	1.62%
3 Year	17.56%	17.84%
5 Year	17.58%	19.38%

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	15.88%	12.33%
Sharp	0.82%	1.16%
Beta	0.97%	0.95%
Alpha	3.94%	2.75%

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	7.39	5.97
Large Cap	44.12	45.68
Small Cap	9.84	12.34
Mid Cap	38.64	36

Sector Allocation

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.95	4.46
Energy	0.02	6.38
Industrials	22.34	7.78
Technology	8.33	9.45
Financial Services	30.09	29.97
Consumer Cyclical	18.57	8.61
Healthcare	9.39	8.35
Basic Materials	2.13	9.27
Utilities	2	2.23
Consumer Defensive	1.71	5.43
Real Estate	0.09	2.3
Communication Services	3.38	5.78

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