PGIM India Flexi Cap Fund vs HSBC Flexi Cap Fund compare

PGIM India Flexi Cap Fund vs HSBC Flexi Cap Fund compare

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HSBC Flexi Cap Fund - Regular Growth

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PGIM India Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Fund	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5248 Cr	₹6399 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	24 Feb 2004	04 Mar 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	27%	135%
Expense Ratio	1.93	1.78
Manager	Venugopal Manghat	Puneet Pal
ISIN Code	INF336L01AF5	INF663L01FJ3
Exits Load	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-2.46%	-1.62%
6 Month	0.59%	2.13%
1 Year	-3.11%	1.08%
3 Year	18.45%	12.13%
5 Year	16.95%	14.6%

SIP Return Analysis

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-0.09%	0.69%
1 Year	10.85%	11.81%
3 Year	15.08%	11.81%
5 Year	15.62%	11.39%

Rolling Lumpsum Returns

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	14.58%	10.89%
3 Year	13.55%	12.83%
5 Year	14.16%	17.71%

Risk Management

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.04%	12.40%
Sharp	0.85%	0.48%
Beta	1.02%	0.89%
Alpha	3.20%	-1.68%

Fund Managers

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Name	Venugopal Manghat	Puneet Pal
Total AUM	₹41442 Cr	₹20950 Cr
Funds Managed	7	19
	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	10.26	8.07
Large Cap	50.11	56.71
Mid Cap	17.46	21.09
Small Cap	22.17	14.13

Sector Allocation

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.05	2.51
Energy	3.94	5.15
Industrials	14.5	12.8
Technology	14.08	7.82
Consumer Cyclical	12.01	15.93
Consumer Defensive	5.95	4.73
Basic Materials	6.52	5.78
Financial Services	28.71	28.22
Healthcare	4.77	10.62
Real Estate	1.59	0.9
Utilities	2.96	1.32
Communication Services	2.92	4.22

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