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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) | ₹67 Cr | ₹786 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 | -0.45% | -2.28% |
| 6 Month | 1.52% | 1.86% |
| 1 Year | 5.84% | 3.66% |
| 3 Year | 6.79% | 12.79% |
| 5 Year | 6.92% | 10.78% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.78% | -1.02% |
| 1 Year | 4.98% | 6.83% |
| 3 Year | 6.4% | 9.89% |
| 5 Year | 6.48% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.24% | 7.75% |
| 3 Year | 7.29% | 9.8% |
| 5 Year | 7.59% | 8.56% |
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 | 34.37 | 38.57 |
| Large Cap | 57.96 | 42.83 |
| Mid Cap | 7.18 | 12.16 |
| Small Cap | 0.5 | 6.45 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 24.49 | 27.74 |
| Energy | 9.74 | 1.68 |
| Industrials | 7.56 | 12.13 |
| Healthcare | 1.55 | 4.39 |
| Financial Services | 23.11 | 27.35 |
| Technology | 2.09 | 4.66 |
| Basic Materials | 20.5 | 1.53 |
| Consumer Cyclical | 7.7 | 11.37 |
| Consumer Defensive | 1.16 | 3.05 |
| Communication Services | 2.11 | 4.95 |
| Utilities | - | 1.16 |
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