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

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - 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 & 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

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 2.89% -5.17%
6 Month 27.79% 15.14%
1 Year 51.36% 47.19%
3 Year 22.25% 20.63%
5 Year 23.86% 24.12%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.63% 20.28%
3 Year 46.22% 48.68%
5 Year 83.08% 94.84%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 19.95% 9.07%
3 Year 19.45% 8.85%
5 Year 22.12% 10.57%

Risk Management

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% 1.18%
Beta 0.93% 0.93%
Alpha 0.54% 3.01%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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