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 Very High
Asset Size (Cr) ₹1928 Cr ₹12842 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 1.74
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 -5.1% -2.2%
6 Month -4.29% -5.52%
1 Year 10.19% 9.15%
3 Year 11.29% 8.44%
5 Year 14.41% 14.33%

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
6 Month - -
1 Year 2.14% 0.96%
3 Year 16.15% 12.53%
5 Year 16.64% 14.68%

Rolling Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
1 Year 15.92% 12.02%
3 Year 12.52% 12.25%
5 Year 12.17% 12.92%

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth UTI - Master Share-Growth Option
Standard Deviation 12.72% 11.82%
Sharp 0.84% 0.25%
Beta 0.98% 0.93%
Alpha 0.05% -2.38%

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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 3.47 3.37
Large Cap 85.69 84.82
Mid Cap 6.87 10.95
Small Cap 3.97 0.85

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

UTI - Master Share-Growth Option

Others 3.47 3.37
Petroleum Products 4.65 3.73
IT - Software 11.41 13.09
Construction 4.78 2.51
Finance 8.08 3.45
Diversified FMCG 2.57 2.25
Banks 18.42 25.92
Pharmaceuticals & Biotechnology 6.53 4.11
Aerospace & Defense 4.67 0.55
Gas 1.02 -
Transport Services 1.73 1.24
Automobiles 2.53 5.4
Beverages 1.6 1.03
Oil 1.32 1.04
Realty 2.96 -
Consumer Durables 1.42 2.85
Telecom - Services 3.14 4.76
Healthcare Services 1.58 0.85
Cement & Cement Products 2.01 1.55
Power 2.34 2.04
Capital Markets 3.97 -
Ferrous Metals 1.86 2.09
Retailing 5.49 5.31
Textiles & Apparels 0.46 1.03
Leisure Services 1.99 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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