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UTI vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
UTI - Master Share-Growth Option
Chart Comparison
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) | ₹1849 Cr | ₹12720 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 | -1.06% | -0.46% |
| 6 Month | 11.64% | 10.63% |
| 1 Year | -4.99% | -3.4% |
| 3 Year | 14.12% | 12.3% |
| 5 Year | 16.51% | 16.15% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 2.92% | 2.04% |
| 1 Year | 4.28% | 5.68% |
| 3 Year | 13.63% | 12.49% |
| 5 Year | 13.86% | 12.64% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 15.34% | 11.69% |
| 3 Year | 12.6% | 12.17% |
| 5 Year | 12.44% | 13.23% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 12.62% | 11.82% |
| Sharp | 0.64% | 0.64% |
| Beta | 0.96% | 0.88% |
| Alpha | -0.36% | -0.59% |
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 | 7.38 | 7.81 |
| Large Cap | 84.16 | 83.71 |
| Small Cap | 2.03 | 0.76 |
| Mid Cap | 6.43 | 7.71 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 2.84 | 3.38 |
| Energy | 4.77 | 4.98 |
| Industrials | 9.05 | 8.76 |
| Technology | 10.28 | 10.89 |
| Consumer Cyclical | 15.77 | 11.64 |
| Basic Materials | 3.79 | 3.32 |
| Financial Services | 34.85 | 35.64 |
| Healthcare | 6.72 | 4.6 |
| Consumer Defensive | 4.56 | 10.43 |
| Utilities | 3.63 | 1.38 |
| Communication Services | 3.73 | 4.97 |
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