Link copied to clipboard!

PGIM India Equity Savings Fund - Growth Option

Invest Now

HSBC Equity Savings Fund - Regular Growth

Invest Now

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)	₹67 Cr	₹786 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	-0.75%	-2.36%
6 Month	1.2%	1.52%
1 Year	5.4%	4.08%
3 Year	6.73%	12.81%
5 Year	6.99%	10.93%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	0.09%	-2.16%
1 Year	3.37%	3.8%
3 Year	5.9%	9.07%
5 Year	6.22%	10.2%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	7.24%	7.75%
3 Year	7.29%	9.8%
5 Year	7.59%	8.56%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	2.06%	4.64%
Sharp	0.58%	1.01%
Beta	0.5%	0.86%
Alpha	-0.78%	3.87%

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	34.37	38.57
Large Cap	57.96	42.83
Mid Cap	7.18	12.16
Small Cap	0.5	6.45

Sector Allocation

Scheme Name	PGIM India Equity Savings Fund - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	24.49	27.74
Energy	9.74	1.68
Industrials	7.56	12.13
Healthcare	1.55	4.39
Financial Services	23.11	27.35
Technology	2.09	4.66
Basic Materials	20.5	1.53
Consumer Cyclical	7.7	11.37
Consumer Defensive	1.16	3.05
Communication Services	2.11	4.95
Utilities	-	1.16

Top Comparisons

HDFC Income Fund - Growth Option

3Y Returns6.61%

VS

LIC MF Bond Fund-Regular Plan-Growth

3Y Returns7.04%

Compare Now

Nippon India Nifty IT Index Fund - Reg (G)

3Y Returns0%

VS

Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

3Y Returns12.92%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.33%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns34.77%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully