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) | ₹73 Cr | ₹671 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 | 0.55% | 2.65% |
6 Month | 4.76% | 12.87% |
1 Year | 4.81% | 5.37% |
3 Year | 7.07% | 13.44% |
5 Year | 8.55% | 13.61% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.5% | 5.93% |
1 Year | 6.52% | 12.93% |
3 Year | 7.14% | 14.04% |
5 Year | 7% | 12.76% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 7.35% | 8.03% |
3 Year | 7.32% | 9.53% |
5 Year | 7.55% | 8.45% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.20% | 7.31% |
Sharp | 0.10% | 0.84% |
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 | 40.19 | 38.05 |
Large Cap | 53.16 | 38.37 |
Mid Cap | 6.21 | 17.46 |
Small Cap | 0.45 | 6.12 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 31.84 | 32.02 |
Energy | 8.7 | 1.94 |
Industrials | 6.75 | 10.18 |
Healthcare | 1.45 | 7.89 |
Financial Services | 22.61 | 26.43 |
Technology | 1.78 | 2.64 |
Basic Materials | 18.06 | 1.29 |
Consumer Cyclical | 5.95 | 11.01 |
Consumer Defensive | 1.08 | 3.1 |
Communication Services | 1.76 | 1.9 |
Utilities | - | 1.55 |
Real Estate | - | 0.05 |
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