UTI Large & Mid Cap Fund vs HSBC 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 | 8.42% | 6.09% |
6 Month | -1.37% | 2.48% |
1 Year | 7.22% | 14.65% |
3 Year | 22.61% | 25.25% |
5 Year | 25.91% | 30.49% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.65% | -0.03% |
1 Year | -12.76% | -5.06% |
3 Year | 15.38% | 19.19% |
5 Year | 16.59% | 20.53% |
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% | 1% |
Beta | 0.981% | 0.92% |
Alpha | 1.122% | 3.43% |
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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 | 3.89 |
Large Cap | 44.97 | 45.7 |
Small Cap | 12.89 | 12.98 |
Mid Cap | 40.28 | 37.27 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.85 | 3.89 |
Energy | 0.02 | - |
Industrials | 25.68 | - |
Technology | 16.65 | - |
Financial Services | 22.6 | - |
Consumer Cyclical | 16.84 | - |
Healthcare | 7.54 | - |
Basic Materials | 1.65 | - |
Utilities | 3.11 | - |
Consumer Defensive | 0.41 | - |
Real Estate | 2.12 | - |
Communication Services | 1.52 | - |
Telecom - Services | - | 5.38 |
Petroleum Products | - | 1.87 |
IT - Software | - | 7.3 |
Cement & Cement Products | - | 1.88 |
Transport Services | - | 3.36 |
Construction | - | 1.77 |
Textiles & Apparels | - | 1.17 |
Pharmaceuticals & Biotechnology | - | 7.06 |
Banks | - | 20.82 |
Realty | - | 2.84 |
Automobiles | - | 5.02 |
Gas | - | 0.09 |
Diversified FMCG | - | 3.13 |
Fertilizers & Agrochemicals | - | 2.61 |
Insurance | - | 3.34 |
Diversified Metals | - | 2.8 |
Ferrous Metals | - | 1.09 |
Personal Products | - | 2.28 |
Oil | - | 1.28 |
Capital Markets | - | 2.77 |
Consumer Durables | - | 1.37 |
Other Consumer Services | - | 0.81 |
Industrial Products | - | 0.46 |
Auto Components | - | 2.2 |
Chemicals & Petrochemicals | - | 0.7 |
Minerals & Mining | - | 1.42 |
Finance | - | 5.53 |
Entertainment | - | 0.61 |
Power | - | 2.04 |
Paper, Forest & Jute Products | - | 0.79 |
Leisure Services | - | 1.88 |
Retailing | - | 0.28 |
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