PGIM India Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

PGIM India Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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HSBC Large & Mid Cap Fund - Regular Growth

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PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Fund	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4664 Cr	₹803 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	03 Apr 2019	12 Feb 2024
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	68%	%
Expense Ratio	1.91	2.33
Manager	Cheenu Gupta	Vinay Paharia
ISIN Code	INF336L01NY9	INF663L01X88
Exits Load	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Large and Midcap Fund - Regular Plan - 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 Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	-3.61%	-2.52%
6 Month	3.28%	0.49%
1 Year	-8%	1.23%
3 Year	19.32%	-
5 Year	17.73%	-

SIP Return Analysis

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	0.5%	-0.22%
1 Year	14.31%	10.29%
3 Year	16.1%	-
5 Year	16.37%	-

Rolling Lumpsum Returns

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	16.18%	7.49%
3 Year	19.53%	-
5 Year	22.24%	-

Risk Management

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	15.68%	-
Sharp	0.82%	-
Beta	1.01%	-
Alpha	1.21%	-

Fund Managers

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Name	Cheenu Gupta	Vinay Paharia
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	9	10
	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	17.69	12.18
Large Cap	36.62	45.77
Small Cap	14.79	3.14
Mid Cap	30.91	38.91

Sector Allocation

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.87	3.23
Energy	1.54	5.32
Industrials	19.7	13.22
Technology	9.04	7.62
Financial Services	35.87	26.62
Consumer Cyclical	17.52	12.93
Healthcare	8.95	10.37
Basic Materials	0.06	7.53
Real Estate	0	1.73
Utilities	0.07	0.81
Consumer Defensive	1.44	4.59
Communication Services	3.93	6.05

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