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) | ₹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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