HSBC Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

HSBC Large & Mid Cap Fund - Regular Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Overview

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3382 Cr	₹3441 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	03 Mar 2019	01 Aug 2005
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY LARGE MIDCAP 250 TRI	NIFTY LARGE MIDCAP 250 TRI
Turn Over	68%	32%
Expense Ratio	1.98	2.01
Manager	Cheenu Gupta	V Srivatsa
ISIN Code	INF336L01NY9	INF789F01869
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-5.07%	-5.78%
6 Month	9.15%	10.64%
1 Year	36.9%	35.89%
3 Year	17.61%	18.88%
5 Year	20.87%	23.09%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	29.94%	28.07%
3 Year	28.45%	29.28%
5 Year	25.28%	27.75%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	20.37%	9.13%
3 Year	19.47%	8.77%
5 Year	21.86%	10.7%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.09%	12.33%
Sharp	1.13%	0.99%
Beta	0.93%	0.93%
Alpha	0.54%	3.01%

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Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Cheenu Gupta	V Srivatsa
Total AUM	₹0 Cr	₹7921 Cr
Fund Manage	9	3
	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.52	1.84
Large Cap	38.96	44.52
Small Cap	23.55	11.62
Mid Cap	33.97	36.43

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	2.06	0.11
Energy	5.57	-
Capital Goods	31.27	-
Technology	5.96	-
Consumer Staples	1.63	-
Financial	14.06	-
Construction	11.81	2.05
Healthcare	5.11	-
Metals & Mining	0.66	-
Services	12.34	-
Automobile	4.66	-
Chemicals	0.05	-
Consumer Discretionary	3.81	-
Communication	1.01	-
Automobiles	-	3.96
Telecom - Services	-	4.43
Petroleum Products	-	2.77
IT - Software	-	9.17
Cement & Cement Products	-	1.97
Pharmaceuticals & Biotechnology	-	7.43
Transport Services	-	2.93
Non - Ferrous Metals	-	0.85
Banks	-	22.13
Healthcare Services	-	1.17
Gas	-	2.61
Diversified FMCG	-	3.51
Fertilizers & Agrochemicals	-	1.65
Insurance	-	4.7
Diversified Metals	-	1.27
Realty	-	1.61
Ferrous Metals	-	1.14
Oil	-	1.32
Capital Markets	-	1.54
Consumer Durables	-	1.24
Textiles & Apparels	-	2.29
Other Consumer Services	-	0.52
Auto Components	-	1.66
Chemicals & Petrochemicals	-	0.8
Personal Products	-	1.58
Finance	-	3.75
Power	-	1.21
Paper, Forest & Jute Products	-	0.91
Leisure Services	-	2.13