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UTI vs HSBC Large Cap Fund compare

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
1 Month 6.19% 6.31%
6 Month 1.31% 4.86%
1 Year 9.67% 12.35%
3 Year 18.86% 16.15%
5 Year 21.75% 21.73%

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
6 Month -0.3% 1.79%
1 Year -5.79% -1.46%
3 Year 12.35% 11.7%
5 Year 13.27% 12.65%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
Standard Deviation 14.193% 11.82%
Sharp 0.369% 0.49%
Beta 0.998% 0.89%
Alpha -0.734% -0.82%

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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 4.08 4.43
Large Cap 82.36 87.31
Small Cap 4.89 0.63
Mid Cap 8.66 7.63

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

UTI - Master Share-Growth Option

Others 1.48 4.43
Energy 6.28 -
Technology 13.74 -
Industrials 10.76 -
Basic Materials 6.14 -
Consumer Defensive 6.13 -
Financial Services 27.66 -
Healthcare 6.85 -
Utilities 3.81 -
Consumer Cyclical 11.58 -
Real Estate 2.04 -
Communication Services 3.56 -
Petroleum Products - 5.1
Industrial Products - 2.08
IT - Software - 10.84
Construction - 3.06
Ferrous Metals - 1.39
Banks - 26.89
Pharmaceuticals & Biotechnology - 4.04
Automobiles - 5.72
Auto Components - 1.5
Personal Products - 1.84
Healthcare Services - 0.63
Finance - 3.21
Diversified FMCG - 2.76
Fertilizers & Agrochemicals - 0.44
Consumer Durables - 1.55
Agricultural Food & other Products - 1.29
Retailing - 5.49
Beverages - 0.98
Diversified Metals - 1.11
Oil - 1.13
Aerospace & Defense - 0.98
Telecom - Services - 4.51
Cement & Cement Products - 0.9
Consumable Fuels - 0.81
Transport Services - 1.17
Power - 2.02
Insurance - 3.47
Leisure Services - 0.66

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