UTI vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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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	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Fund	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1828 Cr	₹12482 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 2002	30 Jul 2005
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	63%	17%
Expense Ratio	2.13	1.76
Manager	Gautam Bhupal	Karthikraj Lakshmanan
ISIN Code	INF336L01016	INF789F01976
Exits Load	HSBC 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

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Month	3.25%	3.68%
6 Month	-4.36%	-0.07%
1 Year	4.54%	8.19%
3 Year	14.5%	12.2%
5 Year	19.46%	19.58%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
6 Month	0.51%	2.54%
1 Year	-4.23%	-0.35%
3 Year	14.03%	12.95%
5 Year	14.55%	13.73%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Year	16.04%	12.06%
3 Year	12.53%	12.16%
5 Year	12.28%	13.02%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Standard Deviation	14.193%	11.82%
Sharp	0.369%	0.23%
Beta	0.998%	0.9%
Alpha	-0.734%	-1.85%

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Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Name	Gautam Bhupal	Karthikraj Lakshmanan
Total AUM	₹25949 Cr	₹14959 Cr
Funds Managed	13	2
	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	4.08	3.57
Large Cap	82.36	85.91
Small Cap	4.89	0.66
Mid Cap	8.66	9.87

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	1.48	3.57
Energy	6.28	6.63
Technology	13.74	11.98
Industrials	10.76	6.87
Basic Materials	6.14	4.89
Consumer Defensive	6.13	9.75
Financial Services	27.66	33.74
Healthcare	6.85	4.64
Utilities	3.81	1.82
Consumer Cyclical	11.58	11.21
Real Estate	2.04	-
Communication Services	3.56	4.9