UTI vs HDFC Top 100 Fund compare

UTI vs HDFC Top 100 Fund compare

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HDFC Large Cap Fund - Growth Option - Regular Plan

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UTI - Master Share-Growth Option

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Chart Comparison

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

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)	₹38251 Cr	₹12947 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	2.33%	2.59%
6 Month	4.56%	5.21%
1 Year	3.47%	5.72%
3 Year	15.86%	12.22%
5 Year	21.76%	17.09%

SIP Return Analysis

Scheme Name	HDFC Large Cap Fund - Growth Option - Regular Plan	UTI - Master Share-Growth Option
6 Month	0.33%	0.33%
1 Year	5.66%	6.14%
3 Year	11.32%	10.44%
5 Year	14.07%	10.9%

Rolling Lumpsum Returns

Scheme Name	HDFC Large Cap Fund - Growth Option - Regular Plan	UTI - Master Share-Growth Option
1 Year	16.67%	11.56%
3 Year	15.6%	12.17%
5 Year	15.03%	13.3%

Risk Management

Scheme Name	HDFC Large Cap Fund - Growth Option - Regular Plan	UTI - Master Share-Growth Option
Standard Deviation	11.53%	11.39%
Sharp	0.78%	0.50%
Beta	0.92%	0.91%
Alpha	1.27%	-1.86%

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	2.52	7.16
Large Cap	89.99	84.55
Mid Cap	7.49	7.52
Small Cap	-	0.77

Sector Allocation

Scheme Name	HDFC Large Cap Fund - Growth Option - Regular Plan	UTI - Master Share-Growth Option
Others	1.98	2.68
Energy	5.09	5.64
Industrials	7.12	9.71
Technology	4.51	11.14
Consumer Defensive	4.78	10.19
Consumer Cyclical	18.6	11.59
Basic Materials	5.5	4.84
Financial Services	32.92	34.16
Healthcare	9.17	4.31
Utilities	4.09	1.38
Real Estate	0.39	-
Communication Services	5.85	4.36

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