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) | ₹39779 Cr | ₹13241 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 | 2.47% | 2.23% |
| 6 Month | 4.86% | 4.72% |
| 1 Year | 7.54% | 8.44% |
| 3 Year | 15.67% | 12.28% |
| 5 Year | 19.5% | 15.13% |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 2.8% | 2.41% |
| 1 Year | 11.84% | 11.76% |
| 3 Year | 13.13% | 12.16% |
| 5 Year | 14.99% | 11.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 17.72% | 11.39% |
| 3 Year | 16.67% | 12.23% |
| 5 Year | 15.24% | 13.33% |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.53% | 11.82% |
| Sharp | 0.78% | 0.57% |
| Beta | 0.92% | 0.89% |
| Alpha | 1.27% | -1.2% |
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 | 8.24 |
| Large Cap | 89.99 | 82.95 |
| Mid Cap | 7.49 | 7.93 |
| Small Cap | - | 0.88 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 1.98 | 3.83 |
| Energy | 5.09 | 5.76 |
| Industrials | 7.12 | 10.27 |
| Technology | 4.51 | 12.11 |
| Consumer Defensive | 4.78 | 9.84 |
| Consumer Cyclical | 18.6 | 10.16 |
| Basic Materials | 5.5 | 5.03 |
| Financial Services | 32.92 | 33.83 |
| Healthcare | 9.17 | 3.18 |
| Utilities | 4.09 | 1.34 |
| Real Estate | 0.39 | - |
| Communication Services | 5.85 | 4.64 |
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