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PGIM India Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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) | ₹4314 Cr | ₹731 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 | 4.62% | 2.25% |
| 6 Month | 25.45% | 18.34% |
| 1 Year | -1.14% | 2.5% |
| 3 Year | 20.63% | - |
| 5 Year | 22.25% | - |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.45% | 4.3% |
| 1 Year | 14.92% | 14.64% |
| 3 Year | 20.03% | - |
| 5 Year | 18.66% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.59% | 8.65% |
| 3 Year | 19.45% | - |
| 5 Year | 22.51% | - |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.89% | - |
| Sharp | 0.75% | - |
| Beta | 0.98% | - |
| Alpha | 4.87% | - |
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 | 7.93 | 7.12 |
| Large Cap | 43.35 | 48.29 |
| Small Cap | 10.48 | 3.11 |
| Mid Cap | 38.25 | 41.48 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.21 | 4.15 |
| Energy | 0.02 | 5.26 |
| Industrials | 24.44 | 13.42 |
| Technology | 8.74 | 6.66 |
| Financial Services | 28.58 | 26.51 |
| Consumer Cyclical | 19.07 | 13.88 |
| Healthcare | 9.77 | 10.17 |
| Basic Materials | 1.09 | 7.36 |
| Utilities | 1.96 | 0.92 |
| Consumer Defensive | 1.76 | 3.86 |
| Real Estate | 0.09 | 1.81 |
| Communication Services | 3.26 | 5.99 |
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