UTI vs HDFC Top 100 Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
UTI - Master Share-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹40618 Cr | ₹13399 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Oct 1996 | 30 Jul 2005 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 14.32% | 17% |
| Expense Ratio | 1.62 | 1.76 |
| Manager | Dhruv Muchhal | Karthikraj Lakshmanan |
| ISIN Code | INF179K01BE2 | INF789F01976 |
| Exits Load | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Large 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 | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Month | 0.76% | 0.98% |
| 6 Month | 4.02% | 3.62% |
| 1 Year | 7.52% | 8.57% |
| 3 Year | 16.76% | 14.01% |
| 5 Year | 17.64% | 13.59% |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 1.26% | 1.51% |
| 1 Year | 9.28% | 10.15% |
| 3 Year | 12.27% | 11.75% |
| 5 Year | 14.62% | 11.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 17.59% | 11.31% |
| 3 Year | 16.62% | 12.23% |
| 5 Year | 15.26% | 13.36% |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.44% | 11.82% |
| Sharp | 0.73% | 0.56% |
| Beta | 0.92% | 0.89% |
| Alpha | 1.29% | -0.73% |
Fund Managers
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Karthikraj Lakshmanan |
| Total AUM | ₹520687 Cr | ₹14959 Cr |
| Funds Managed | 40 | 2 |
| HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
Market Cap
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 4.1 | 7.37 |
| Large Cap | 87.4 | 83.06 |
| Mid Cap | 8.5 | 8.72 |
| Small Cap | - | 0.85 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 1.66 | 1.42 |
| Energy | 6.08 | 6.95 |
| Industrials | 7.65 | 10.13 |
| Technology | 3.35 | 12.82 |
| Consumer Defensive | 4.57 | 8.89 |
| Consumer Cyclical | 17.47 | 11.54 |
| Healthcare | 10.57 | 3.06 |
| Basic Materials | 5.09 | 5.44 |
| Financial Services | 34.32 | 33.73 |
| Utilities | 2.68 | 1.04 |
| Real Estate | 0.38 | - |
| Communication Services | 6.17 | 4.97 |
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