HSBC Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹3609 Cr | ₹3976 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Apr 2019 | 30 Jul 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 | 1.94 | 1.96 |
| Manager | Cheenu Gupta | V Srivatsa |
| ISIN Code | INF336L01NY9 | INF789F01869 |
| Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Large & Mid 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 & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 8.69% | 2% |
| 6 Month | 8.79% | 6.08% |
| 1 Year | 39.11% | 28.88% |
| 3 Year | 21.52% | 21.75% |
| 5 Year | 22.17% | 23.32% |
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 34.36% | 19.86% |
| 3 Year | 31.65% | 28.13% |
| 5 Year | 27.21% | 27.17% |
| 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% | 1.09% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.54% | 3.45% |
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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 | 5.17 |
| Large Cap | 38.96 | 45.28 |
| Small Cap | 23.55 | 12.2 |
| Mid Cap | 33.97 | 37.38 |
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.06 | 5.17 |
| Energy | 5.57 | - |
| Capital Goods | 31.27 | - |
| Technology | 5.96 | - |
| Consumer Staples | 1.63 | - |
| Financial | 14.06 | - |
| Construction | 11.81 | 1.73 |
| Healthcare | 5.11 | - |
| Metals & Mining | 0.66 | - |
| Services | 12.34 | - |
| Automobile | 4.66 | - |
| Chemicals | 0.05 | - |
| Consumer Discretionary | 3.81 | - |
| Communication | 1.01 | - |
| Telecom - Services | - | 5.34 |
| Petroleum Products | - | 1.73 |
| IT - Software | - | 9.63 |
| Cement & Cement Products | - | 2.96 |
| Transport Services | - | 2.93 |
| Textiles & Apparels | - | 2.2 |
| Pharmaceuticals & Biotechnology | - | 6.78 |
| Banks | - | 20.76 |
| Healthcare Services | - | 1.43 |
| Automobiles | - | 2.85 |
| Gas | - | 1.98 |
| Diversified FMCG | - | 3.74 |
| Fertilizers & Agrochemicals | - | 1.4 |
| Insurance | - | 5.66 |
| Diversified Metals | - | 2.53 |
| Realty | - | 1.63 |
| Ferrous Metals | - | 1.22 |
| Capital Markets | - | 2.48 |
| Consumer Durables | - | 1.34 |
| Other Consumer Services | - | 0.83 |
| Industrial Products | - | 0.35 |
| Auto Components | - | 1.74 |
| Chemicals & Petrochemicals | - | 0.74 |
| Personal Products | - | 0.68 |
| Finance | - | 4.84 |
| Entertainment | - | 0.89 |
| Power | - | 1.61 |
| Paper, Forest & Jute Products | - | 0.64 |
| Leisure Services | - | 2.22 |
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