UTI Large & Mid Cap Fund vs HSBC 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) ₹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

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 8.69% 2.07%
6 Month 8.79% 4.98%
1 Year 39.11% 31.59%
3 Year 21.52% 22.87%
5 Year 22.17% 23.38%

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 34.36% 19.86%
3 Year 31.65% 28.13%
5 Year 27.21% 27.17%

Rolling Lumpsum Returns

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%

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% 1.09%
Beta 0.93% 0.92%
Alpha 0.54% 3.45%

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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 5.17
Large Cap 38.96 45.28
Small Cap 23.55 12.2
Mid Cap 33.97 37.38

Sector Allocation

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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