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)	₹1826 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

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Month	3.87%	3.18%
6 Month	-0.35%	4.19%
1 Year	2.19%	3.57%
3 Year	18.95%	16.63%
5 Year	18.89%	19.08%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
6 Month	8.23%	8.46%
1 Year	7.02%	11.08%
3 Year	15.95%	15.31%
5 Year	15.33%	14.57%

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	14.05%	11.82%
Sharp	0.68%	0.63%
Beta	0.99%	0.89%
Alpha	-0.44%	-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	9.68	4.23
Large Cap	81.48	87.94
Small Cap	1.96	0.64
Mid Cap	6.88	7.17

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	100	4.23
Petroleum Products	-	5.86
Industrial Products	-	2.49
IT - Software	-	11.09
Construction	-	3.08
Banks	-	26.35
Pharmaceuticals & Biotechnology	-	3.91
Auto Components	-	1.16
Automobile and Auto Components	-	0.64
Automobiles	-	4.76
Personal Products	-	1.69
Healthcare Services	-	0.64
Capital Markets	-	0.86
Diversified FMCG	-	2.97
Consumer Durables	-	2.89
Agricultural Food & other Products	-	1.37
Retailing	-	5.27
Beverages	-	0.55
Diversified Metals	-	0.89
Oil	-	1.05
Ferrous Metals	-	0.94
Aerospace & Defense	-	0.61
Finance	-	4.07
Telecom - Services	-	4.31
Cement & Cement Products	-	0.56
Consumable Fuels	-	0.78
Transport Services	-	1.26
Power	-	1.97
Insurance	-	3.04
Leisure Services	-	0.69