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UTI vs HSBC Large Cap Fund compare

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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tortoise-icon UTI - Master Share-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 Cap Fund - Regular Growth UTI - Master Share-Growth Option
Fund HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1828 Cr ₹12482 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 2002 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 63% 17%
Expense Ratio 2.13 1.76
Manager Gautam Bhupal Karthikraj Lakshmanan
ISIN Code INF336L01016 INF789F01976
Exits Load HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Large 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 Cap Fund - Regular Growth UTI - Master Share-Growth Option
1 Month -2.78% -0.54%
6 Month -9.75% -7.63%
1 Year 3.7% 6.89%
3 Year 11.54% 9.8%
5 Year 13.84% 13.92%

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
6 Month - -
1 Year -8.24% -3.61%
3 Year 12.45% 11.23%
5 Year 14.52% 13.85%

Rolling Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
1 Year 16.04% 12.06%
3 Year 12.53% 12.16%
5 Year 12.28% 13.02%

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
Standard Deviation 13.598% 11.82%
Sharp 0.473% 0.29%
Beta 0.989% 0.92%
Alpha -0.718% -1.98%

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Fund Managers

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
Name Gautam Bhupal Karthikraj Lakshmanan
Total AUM ₹25949 Cr ₹14959 Cr
Fund Manage 13 2
HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option

Market Cap

Scheme Name

HSBC Large Cap Fund - Regular Growth

UTI - Master Share-Growth Option

Others 2.06 3.37
Large Cap 81.25 84.82
Small Cap 5.91 0.85
Mid Cap 10.78 10.95

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

UTI - Master Share-Growth Option

Others 2.06 3.37
Petroleum Products 3.19 3.73
IT - Software 12.16 13.09
Construction 4.73 2.51
Diversified FMCG 3.52 2.25
Banks 20.16 25.92
Pharmaceuticals & Biotechnology 7.11 4.11
Aerospace & Defense 5.05 0.55
Gas 1 -
Finance 5.46 3.45
Transport Services 1.82 1.24
Automobiles 2.46 5.4
Beverages 1.68 1.03
Oil 1.26 1.04
Realty 3.03 -
Consumer Durables 1.45 2.85
Telecom - Services 3.33 4.76
Healthcare Services 1.72 0.85
Cement & Cement Products 2.1 1.55
Power 2.19 2.04
Capital Markets 4.09 -
Ferrous Metals 1.95 2.09
Retailing 5.72 5.31
Textiles & Apparels 0.5 1.03
Leisure Services 2.26 0.73
Industrial Products - 1.01
Auto Components - 1.9
Personal Products - 1.7
Fertilizers & Agrochemicals - 0.58
Agricultural Food & other Products - 0.97
Diversified - 0.51
Consumable Fuels - 0.88
Insurance - 3.54

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