PGIM India Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare
PGIM India Aggressive Hybrid Equity Fund - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹216 Cr | ₹5546 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Feb 2004 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 62% | 75% |
| Expense Ratio | 2.33 | 1.85 |
| Manager | Puneet Pal | Gautam Bhupal |
| ISIN Code | INF663L01HC4 | INF917K01LB0 |
| Exits Load | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.95% | 1.17% |
| 6 Month | 5.3% | 12.5% |
| 1 Year | 7.08% | 6.77% |
| 3 Year | 13.41% | 16.33% |
| 5 Year | 13.56% | 15.84% |
SIP Return Analysis
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.92% | 4.12% |
| 1 Year | 10.42% | 17.53% |
| 3 Year | 12.06% | 15.9% |
| 5 Year | 11.17% | 14.41% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.3% | 11.14% |
| 3 Year | 10.28% | 13.41% |
| 5 Year | 10.36% | 12.82% |
Risk Management
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.59% | 12.18% |
| Sharp | 0.70% | 0.73% |
| Beta | 0.90% | 1.21% |
| Alpha | 0.55% | 1.47% |
Fund Managers
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Puneet Pal | Gautam Bhupal |
| Total AUM | ₹20950 Cr | ₹25949 Cr |
| Funds Managed | 19 | 13 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 35.31 | 27.83 |
| Large Cap | 46.1 | 41.53 |
| Mid Cap | 10.8 | 16.73 |
| Small Cap | 7.79 | 13.91 |
Sector Allocation
| Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 33.44 | 25.86 |
| Energy | 4.99 | 0.55 |
| Technology | 7.07 | 5.84 |
| Industrials | 7.95 | 21.26 |
| Consumer Cyclical | 8.71 | 18.73 |
| Healthcare | 5.29 | 4.49 |
| Financial Services | 21.11 | 17 |
| Basic Materials | 2.82 | 0.2 |
| Consumer Defensive | 3.65 | 3.91 |
| Communication Services | 4.31 | 1.06 |
| Real Estate | 0.66 | 0.09 |
| Utilities | - | 1.01 |
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