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) | ₹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 |
Top Comparisons
Franklin India Flexi Cap Fund - Growth
3Y Returns19.37%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns14.16%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns27.21%
Quant Quantamental Fund Regular - Growth
3Y Returns21.76%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.4%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.48%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns7.1%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.18%