- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹67 Cr | ₹787 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 | 0.06% | -0.99% |
| 6 Month | 2.27% | 3.72% |
| 1 Year | 6.52% | 5.12% |
| 3 Year | 7.08% | 13.33% |
| 5 Year | 6.97% | 10.92% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.16% | -0.34% |
| 1 Year | 5.55% | 7.52% |
| 3 Year | 6.52% | 10.19% |
| 5 Year | 6.54% | 10.74% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.24% | 7.77% |
| 3 Year | 7.29% | 9.78% |
| 5 Year | 7.59% | 8.55% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.06% | 4.64% |
| Sharp | 0.58% | 1.01% |
| Beta | 0.5% | 0.86% |
| Alpha | -0.78% | 3.87% |
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 | 32.59 | 38.15 |
| Large Cap | 60.08 | 41.33 |
| Mid Cap | 6.85 | 14.77 |
| Small Cap | 0.48 | 5.75 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 24.69 | 29.88 |
| Energy | 9.71 | 1.82 |
| Industrials | 8.17 | 11.22 |
| Healthcare | 1.6 | 5.28 |
| Financial Services | 23.47 | 26.52 |
| Technology | 2.13 | 4.97 |
| Basic Materials | 19.48 | 1.41 |
| Consumer Cyclical | 7.5 | 8.97 |
| Consumer Defensive | 1.14 | 3.28 |
| Communication Services | 2.1 | 5.47 |
| Utilities | - | 1.18 |
Top Comparisons
Tata Small Cap Fund Regular Growth
3Y Returns14.33%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.62%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.29%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.83%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.53%
SBI Small Cap Fund Regular Growth
3Y Returns13.11%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.57%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns19.2%
