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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) | ₹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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