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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹71 Cr ₹723 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 0.71% 0.47%
6 Month 3.44% 10.13%
1 Year 5.97% 4.6%
3 Year 7.42% 14.11%
5 Year 8.59% 13.78%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month 1.63% 4.83%
1 Year 7.15% 13.71%
3 Year 7.28% 13.86%
5 Year 7.06% 12.74%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 7.32% 7.91%
3 Year 7.31% 9.59%
5 Year 7.57% 8.48%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 2.16% 7.29%
Sharp 0.17% 0.88%
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 38.43 38.94
Large Cap 54.54 36.57
Mid Cap 6.58 17.79
Small Cap 0.44 6.7

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 28.66 31.45
Energy 8.82 1.73
Industrials 7.06 7.55
Healthcare 1.38 7.72
Financial Services 23.87 25.49
Technology 1.75 5.12
Basic Materials 19 2.8
Consumer Cyclical 6.65 8.47
Consumer Defensive 1.02 2.93
Communication Services 1.79 5.32
Utilities - 1.38
Real Estate - 0.04

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