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) | ₹72 Cr | ₹655 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 | 0.36% | 0.76% |
6 Month | 3.72% | -0.85% |
1 Year | 5.93% | 2.38% |
3 Year | 7.52% | 13.13% |
5 Year | 9.07% | 13.85% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.72% | 4.46% |
1 Year | 7.58% | 4.9% |
3 Year | 7.69% | 12.55% |
5 Year | 7.49% | 12.03% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 7.4% | 8.13% |
3 Year | 7.31% | 9.47% |
5 Year | 7.53% | 8.41% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.18% | 7.32% |
Sharp | 0.46% | 0.92% |
Beta | - | - |
Alpha | - | - |
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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 | 29.96 | 31.72 |
Large Cap | 63.31 | 46.75 |
Mid Cap | 6.31 | 14.13 |
Small Cap | 0.43 | 7.41 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 29.96 | 31.19 |
Energy | 9.46 | 1.98 |
Industrials | 7.18 | 8.67 |
Healthcare | 1.39 | 4.81 |
Financial Services | 23.07 | 31.16 |
Technology | 2.03 | 1.99 |
Basic Materials | 18.02 | 1.48 |
Consumer Cyclical | 6.09 | 11.21 |
Consumer Defensive | 1.07 | 3.55 |
Communication Services | 1.74 | 1.92 |
Utilities | - | 1.98 |
Real Estate | - | 0.04 |
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