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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) | ₹4664 Cr | ₹5498 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 | -1.82% | -0.33% |
| 6 Month | 1.04% | 2.24% |
| 1 Year | -3.63% | 5.97% |
| 3 Year | 20.19% | 22.06% |
| 5 Year | 17.74% | 21.78% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 4.27% |
| 1 Year | 13.81% | 16.37% |
| 3 Year | 15.7% | 18.41% |
| 5 Year | 16.44% | 19.17% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.18% | 9% |
| 3 Year | 19.53% | 10.45% |
| 5 Year | 22.24% | 11.45% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.68% | 12.33% |
| Sharp | 0.82% | 1.09% |
| Beta | 1.01% | 0.95% |
| Alpha | 1.21% | 2.83% |
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 | 17.69 | 5.47 |
| Large Cap | 36.62 | 48.19 |
| Small Cap | 14.79 | 12.64 |
| Mid Cap | 30.91 | 33.7 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.87 | 3.52 |
| Energy | 1.54 | 8.18 |
| Industrials | 19.7 | 8.28 |
| Technology | 9.04 | 10.31 |
| Financial Services | 35.87 | 28.65 |
| Consumer Cyclical | 17.52 | 10.88 |
| Healthcare | 8.95 | 7.5 |
| Basic Materials | 0.06 | 7.56 |
| Real Estate | 0 | 2.67 |
| Utilities | 0.07 | 1.93 |
| Consumer Defensive | 1.44 | 5.78 |
| Communication Services | 3.93 | 4.75 |
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