UTI vs HSBC Large Cap Fund compare

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)	₹1832 Cr	₹12947 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

Trailing Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Month	3%	3.31%
6 Month	6.34%	5.21%
1 Year	2.25%	5.72%
3 Year	14.21%	12.22%
5 Year	17.26%	17.09%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
6 Month	0.28%	0.33%
1 Year	4.52%	6.14%
3 Year	10.8%	10.44%
5 Year	11.84%	10.9%

Rolling Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Year	15.07%	11.56%
3 Year	12.65%	12.17%
5 Year	12.52%	13.3%

Risk Management

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Standard Deviation	12.17%	11.82%
Sharp	0.62%	0.59%
Beta	0.95%	0.89%
Alpha	-0.37%	-1.06%

Fund Managers

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

Market Cap

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	5.5	7.16
Large Cap	85.25	84.55
Small Cap	2.56	0.77
Mid Cap	6.7	7.52

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	2.32	2.68
Energy	5.94	5.64
Industrials	11.92	9.71
Technology	9.84	11.14
Consumer Cyclical	16.81	11.59
Financial Services	33.53	34.16
Healthcare	7.07	4.31
Consumer Defensive	4.31	10.19
Communication Services	3.61	4.36
Basic Materials	2.42	4.84
Utilities	2.24	1.38

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