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PGIM India Equity Savings Fund - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹69 Cr | ₹759 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 69% | 75% |
| Expense Ratio | 1.32 | 1.51 |
| Manager | Puneet Pal | Mahesh A Chhabria |
| ISIN Code | INF223J01FB7 | INF917K01AA5 |
| Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.68% | 0.29% |
| 6 Month | 2.89% | 6.38% |
| 1 Year | 5.96% | 3.65% |
| 3 Year | 7.1% | 13.46% |
| 5 Year | 7.89% | 12.25% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.75% | 2.69% |
| 1 Year | 7.16% | 11.92% |
| 3 Year | 7.18% | 12.51% |
| 5 Year | 6.98% | 12.01% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.27% | 7.86% |
| 3 Year | 7.3% | 9.72% |
| 5 Year | 7.59% | 8.53% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.15% | 7.29% |
| Sharp | 0.16% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Puneet Pal | Mahesh A Chhabria |
| Total AUM | ₹20950 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.06 | 37.06 |
| Large Cap | 58.85 | 38.44 |
| Mid Cap | 6.64 | 18.09 |
| Small Cap | 0.45 | 6.41 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 26.3 | 29.99 |
| Energy | 9.88 | 1.79 |
| Industrials | 7.65 | 6.16 |
| Healthcare | 1.45 | 7.5 |
| Financial Services | 22.48 | 28.18 |
| Technology | 2.04 | 6.81 |
| Basic Materials | 20 | 0.96 |
| Consumer Cyclical | 7.09 | 8.38 |
| Consumer Defensive | 1.1 | 3.35 |
| Communication Services | 2.01 | 5.54 |
| Utilities | - | 1.34 |
| Real Estate | - | 0 |
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