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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) | ₹1893 Cr | ₹13241 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 | 1.57% | 1.38% |
| 6 Month | 4.46% | 3.04% |
| 1 Year | -1.13% | 3.96% |
| 3 Year | 13.6% | 11.9% |
| 5 Year | 14.34% | 13.92% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 3.83% | 3.63% |
| 1 Year | 14.6% | 14.31% |
| 3 Year | 13.1% | 12.43% |
| 5 Year | 13.16% | 11.98% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 14.79% | 11.35% |
| 3 Year | 12.73% | 12.24% |
| 5 Year | 12.59% | 13.35% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 12.13% | 11.82% |
| Sharp | 0.59% | 0.56% |
| Beta | 0.96% | 0.89% |
| Alpha | -0.11% | -0.73% |
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 | 5.02 | 7.37 |
| Large Cap | 85.35 | 83.06 |
| Small Cap | 2.46 | 0.85 |
| Mid Cap | 7.17 | 8.72 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 1.07 | 1.42 |
| Energy | 6.28 | 6.95 |
| Industrials | 11.1 | 10.13 |
| Technology | 9.59 | 12.82 |
| Consumer Cyclical | 15.83 | 11.54 |
| Consumer Defensive | 7.17 | 8.89 |
| Financial Services | 34.54 | 33.73 |
| Healthcare | 6.94 | 3.06 |
| Communication Services | 3.8 | 4.97 |
| Basic Materials | 1.89 | 5.44 |
| Utilities | 1.78 | 1.04 |
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