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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) ₹1849 Cr ₹12948 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 2.31% 2.49%
6 Month 12.51% 12.11%
1 Year -2.39% -1.2%
3 Year 14.92% 13.08%
5 Year 17.8% 17.32%

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
6 Month 3.43% 3.25%
1 Year 7.4% 9.71%
3 Year 13.15% 12.47%
5 Year 13.23% 12.27%

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 12.61% 11.82%
Sharp 0.53% 0.52%
Beta 0.96% 0.88%
Alpha - -0.44%

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 9.57 8
Large Cap 81.39 83.79
Small Cap 2.3 0.82
Mid Cap 6.75 7.39

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

UTI - Master Share-Growth Option
Others 6.15 3.67
Energy 4.89 5.48
Industrials 9.43 8.6
Technology 9.06 11.25
Consumer Cyclical 14.99 11.7
Basic Materials 2.32 3.98
Financial Services 34.48 34.1
Healthcare 7.17 4.5
Consumer Defensive 4.98 10.57
Utilities 2.89 1.33
Communication Services 3.62 4.81

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