PGIM India Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

PGIM India Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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PGIM India Aggressive Hybrid Equity Fund - Growth Option

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HSBC Aggressive Hybrid 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 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	₹5650 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	-1.31%	-2.25%
6 Month	1.76%	2.8%
1 Year	2.01%	-2.56%
3 Year	11.11%	14.95%
5 Year	10.67%	12.84%

SIP Return Analysis

Scheme Name	PGIM India Aggressive Hybrid Equity Fund - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	0.22%	0.36%
1 Year	7.57%	13.82%
3 Year	10.17%	13.05%
5 Year	9.98%	12.7%

Rolling Lumpsum Returns

Scheme Name	PGIM India Aggressive Hybrid Equity Fund - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	11.07%	10.91%
3 Year	10.42%	13.59%
5 Year	10.45%	12.98%

Risk Management

Scheme Name	PGIM India Aggressive Hybrid Equity Fund - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.44%	12.20%
Sharp	0.59%	0.70%
Beta	0.88%	1.22%
Alpha	-	1.59%

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	35.67	29.89
Large Cap	46.17	39.77
Mid Cap	10.44	14.26
Small Cap	7.72	16.08

Sector Allocation

Scheme Name	PGIM India Aggressive Hybrid Equity Fund - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Others	32.72	25.89
Energy	5.48	0.62
Technology	8.08	6.07
Industrials	7.31	16.6
Consumer Cyclical	8.51	17.82
Healthcare	5.14	6.73
Financial Services	21.29	20.3
Basic Materials	2.56	-
Consumer Defensive	3.6	3.87
Communication Services	4.61	1.16
Real Estate	0.7	-
Utilities	-	0.93

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