UTI vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
UTI - Master Share-Growth Option
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns12.29%
ICICI Prudential Technology Fund - Growth
3Y Returns9.37%
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns21.62%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns13.71%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.9%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.37%