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) | ₹67 Cr | ₹787 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 | 0.22% | -0.36% |
| 6 Month | 2.58% | 5.51% |
| 1 Year | 6% | 1.67% |
| 3 Year | 7.25% | 14% |
| 5 Year | 7.64% | 11.98% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.06% | 0.62% |
| 1 Year | 5.8% | 9.08% |
| 3 Year | 6.76% | 11.43% |
| 5 Year | 6.73% | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.25% | 7.81% |
| 3 Year | 7.29% | 9.76% |
| 5 Year | 7.59% | 8.55% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.15% | 7.28% |
| Sharp | 0.20% | 0.90% |
| 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 | 32.59 | 38.15 |
| Large Cap | 60.08 | 41.33 |
| Mid Cap | 6.85 | 14.77 |
| Small Cap | 0.48 | 5.75 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 24.69 | 29.88 |
| Energy | 9.71 | 1.82 |
| Industrials | 8.17 | 11.22 |
| Healthcare | 1.6 | 5.28 |
| Financial Services | 23.47 | 26.52 |
| Technology | 2.13 | 4.97 |
| Basic Materials | 19.48 | 1.41 |
| Consumer Cyclical | 7.5 | 8.97 |
| Consumer Defensive | 1.14 | 3.28 |
| Communication Services | 2.1 | 5.47 |
| Utilities | - | 1.18 |
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