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)	₹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

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%

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%

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%

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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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

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

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