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PGIM India Equity Savings Fund - Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	0.64%	-0.63%
6 Month	3.22%	8.88%
1 Year	5.96%	5.68%
3 Year	7.11%	13.68%
5 Year	8.06%	12.89%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	1.16%	2.55%
1 Year	6.07%	10.51%
3 Year	6.85%	12.48%
5 Year	6.74%	11.91%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	7.28%	7.87%
3 Year	7.31%	9.69%
5 Year	7.59%	8.53%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	2.15%	7.29%
Sharp	0.16%	0.89%
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

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