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PGIM India Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon PGIM India Aggressive Hybrid Equity Fund - Growth Option

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tortoise-icon 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) ₹217 Cr ₹5513 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 2.06% 3.59%
6 Month 12.84% 22.12%
1 Year 3.68% 2.74%
3 Year 13.09% 16.25%
5 Year 13.81% 16.31%

SIP Return Analysis

Scheme Name PGIM India Aggressive Hybrid Equity Fund - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 3.23% 6.5%
1 Year 10.73% 15.62%
3 Year 12.44% 15.86%
5 Year 11.29% 14.21%

Rolling Lumpsum Returns

Scheme Name PGIM India Aggressive Hybrid Equity Fund - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 11.43% 11.35%
3 Year 10.24% 13.32%
5 Year 10.31% 12.71%

Risk Management

Scheme Name PGIM India Aggressive Hybrid Equity Fund - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 8.76% 12.27%
Sharp 0.60% 0.65%
Beta 0.90% 1.18%
Alpha 0.85% 2.06%

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 33.87 25.91
Large Cap 46.81 40.98
Mid Cap 11.28 20.16
Small Cap 8.04 12.96

Sector Allocation

Scheme Name

PGIM India Aggressive Hybrid Equity Fund - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 31.87 24.87
Energy 4.99 0.15
Technology 8.2 6.35
Industrials 7.8 20.28
Consumer Cyclical 8.65 17.4
Healthcare 5.7 3.78
Financial Services 21.06 20.12
Basic Materials 2.87 0.19
Consumer Defensive 3.82 3.25
Communication Services 4.35 1.08
Real Estate 0.68 0.23
Utilities - 2.31

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