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 | -10.59% | -4.29% |
| 6 Month | -2.5% | -3.9% |
| 1 Year | 21.5% | 18.96% |
| 3 Year | 15.81% | 18.91% |
| 5 Year | 18.66% | 21.21% |
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.78% | 7.22% |
| 3 Year | 24.22% | 24.12% |
| 5 Year | 22.88% | 24.72% |
| 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% | 1.01% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.54% | 3.79% |
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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 | 2.01 | 5.17 |
| Small Cap | 18.14 | 12.2 |
| Large Cap | 37.78 | 45.28 |
| Mid Cap | 42.07 | 37.38 |
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 5.17 |
| Realty | 3.72 | 1.63 |
| Petroleum Products | 0.02 | 1.73 |
| Electrical Equipment | 19.47 | - |
| IT - Software | 7.3 | 9.63 |
| Capital Markets | 9.56 | 2.48 |
| Retailing | 11.03 | - |
| Construction | 0.64 | 1.73 |
| Finance | 2.08 | 4.84 |
| Healthcare Services | 2.03 | 1.43 |
| Banks | 6.49 | 20.76 |
| Pharmaceuticals & Biotechnology | 1.8 | 6.78 |
| Leisure Services | 0.65 | 2.22 |
| Paper, Forest & Jute Products | 0.91 | 0.64 |
| Aerospace & Defense | 4.8 | - |
| Power | 4.24 | 1.61 |
| Automobiles | 4.04 | 2.85 |
| Beverages | 0.06 | - |
| Industrial Manufacturing | 3.74 | - |
| Personal Products | 0.36 | 0.68 |
| Industrial Products | 4.73 | 0.35 |
| Consumer Durables | 6.61 | 1.34 |
| Auto Components | 0.02 | 1.74 |
| Telecom - Services | 0.42 | 5.34 |
| Financial Technology (Fintech) | 2.58 | - |
| Cement & Cement Products | 0.69 | 2.96 |
| Transport Services | - | 2.93 |
| Textiles & Apparels | - | 2.2 |
| Gas | - | 1.98 |
| Diversified FMCG | - | 3.74 |
| Fertilizers & Agrochemicals | - | 1.4 |
| Insurance | - | 5.66 |
| Diversified Metals | - | 2.53 |
| Ferrous Metals | - | 1.22 |
| Other Consumer Services | - | 0.83 |
| Chemicals & Petrochemicals | - | 0.74 |
| Entertainment | - | 0.89 |
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