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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) | ₹73 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 | 0.48% | 3.18% |
| 6 Month | 4.3% | 9.59% |
| 1 Year | 5.57% | 4.69% |
| 3 Year | 7.09% | 13.38% |
| 5 Year | 8.8% | 13.47% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.59% | 4.81% |
| 1 Year | 6% | 7.11% |
| 3 Year | 7.11% | 12.77% |
| 5 Year | 7.04% | 12.1% |
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 | 2.17% | 7.29% |
| Sharp | 0.26% | 0.81% |
| 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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