UTI vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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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)	₹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

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Month	1.21%	1.5%
6 Month	-3.35%	1.59%
1 Year	7.43%	9.77%
3 Year	16.05%	13.9%
5 Year	20.34%	20.47%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
6 Month	2.16%	3.43%
1 Year	-3.85%	0.38%
3 Year	12.86%	12.22%
5 Year	13.66%	12.99%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
1 Year	15.61%	11.86%
3 Year	12.53%	12.11%
5 Year	12.36%	13.14%

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Standard Deviation	14.193%	11.82%
Sharp	0.369%	0.49%
Beta	0.998%	0.89%
Alpha	-0.734%	-0.82%

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

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	4.08	4.43
Large Cap	82.36	87.31
Small Cap	4.89	0.63
Mid Cap	8.66	7.63

Scheme Name	HSBC Large Cap Fund - Regular Growth	UTI - Master Share-Growth Option
Others	1.48	4.43
Energy	6.28	-
Technology	13.74	-
Industrials	10.76	-
Basic Materials	6.14	-
Consumer Defensive	6.13	-
Financial Services	27.66	-
Healthcare	6.85	-
Utilities	3.81	-
Consumer Cyclical	11.58	-
Real Estate	2.04	-
Communication Services	3.56	-
Petroleum Products	-	5.1
Industrial Products	-	2.08
IT - Software	-	10.84
Construction	-	3.06
Ferrous Metals	-	1.39
Banks	-	26.89
Pharmaceuticals & Biotechnology	-	4.04
Automobiles	-	5.72
Auto Components	-	1.5
Personal Products	-	1.84
Healthcare Services	-	0.63
Finance	-	3.21
Diversified FMCG	-	2.76
Fertilizers & Agrochemicals	-	0.44
Consumer Durables	-	1.55
Agricultural Food & other Products	-	1.29
Retailing	-	5.49
Beverages	-	0.98
Diversified Metals	-	1.11
Oil	-	1.13
Aerospace & Defense	-	0.98
Telecom - Services	-	4.51
Cement & Cement Products	-	0.9
Consumable Fuels	-	0.81
Transport Services	-	1.17
Power	-	2.02
Insurance	-	3.47
Leisure Services	-	0.66