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	0.72%	1.09%
6 Month	-6.61%	-0.5%
1 Year	2.77%	5.37%
3 Year	18.48%	16.3%
5 Year	19.59%	19.8%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
6 Month	4.63%	5.84%
1 Year	-0.03%	5.06%
3 Year	13.41%	13.19%
5 Year	13.85%	13.36%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Year	15.61%	11.86%
3 Year	12.53%	12.11%
5 Year	12.36%	13.14%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Standard Deviation	14.193%	11.82%
Sharp	0.369%	0.63%
Beta	0.998%	0.89%
Alpha	-0.734%	-0.99%

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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	3.71
Large Cap	82.36	88.73
Small Cap	4.89	0.66
Mid Cap	8.66	6.87

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	1.48	3.71
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	-	5.82
Industrial Products	-	2.29
IT - Software	-	10.71
Construction	-	2.82
Banks	-	27.46
Pharmaceuticals & Biotechnology	-	4.12
Auto Components	-	1.49
Automobiles	-	5.66
Personal Products	-	1.77
Healthcare Services	-	0.66
Finance	-	4.04
Diversified FMCG	-	3
Consumer Durables	-	2.18
Agricultural Food & other Products	-	1.45
Retailing	-	5.41
Beverages	-	0.7
Diversified Metals	-	0.86
Oil	-	1.08
Ferrous Metals	-	0.85
Aerospace & Defense	-	0.99
Telecom - Services	-	4.37
Cement & Cement Products	-	0.59
Consumable Fuels	-	0.76
Transport Services	-	1.16
Power	-	1.97
Insurance	-	3.36
Leisure Services	-	0.69