PGIM India Large Cap Fund vs HSBC Large Cap Fund compare

PGIM India Large Cap Fund vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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PGIM India Large Cap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Fund	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1919 Cr	₹609 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	10 Dec 2002	30 Jan 2003
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	63%	34%
Expense Ratio	2.13	2.38
Manager	Gautam Bhupal	Bhupesh Kalyani
ISIN Code	INF336L01016	INF663L01GW4
Exits Load	HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Large Cap Fund - 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 Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
1 Month	0.28%	-0.98%
6 Month	5.01%	2.94%
1 Year	0.63%	4.12%
3 Year	14.34%	11.14%
5 Year	13.71%	11.71%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
6 Month	3.21%	2.32%
1 Year	14.8%	13.5%
3 Year	12.97%	10.91%
5 Year	13.02%	10.84%

Rolling Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
1 Year	14.7%	14.07%
3 Year	12.74%	12.18%
5 Year	12.6%	12.72%

Risk Management

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Standard Deviation	12.13%	11.66%
Sharp	0.59%	0.41%
Beta	0.96%	0.94%
Alpha	-0.11%	-2.40%

Fund Managers

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Name	Gautam Bhupal	Bhupesh Kalyani
Total AUM	₹25949 Cr	₹2742 Cr
Funds Managed	13	13
	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth

Market Cap

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Others	7.43	7.31
Large Cap	84.11	81.07
Small Cap	2.22	-
Mid Cap	6.24	11.62

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	PGIM India Large Cap Fund - Growth
Others	3.44	1.64
Energy	6.53	8.93
Industrials	10.36	10.68
Technology	9.98	9.64
Consumer Cyclical	15.41	14.93
Consumer Defensive	7.11	5.64
Financial Services	33.97	31.05
Healthcare	6.44	4.94
Communication Services	3.83	4.96
Basic Materials	1.81	4.78
Utilities	1.11	1.71
Real Estate	-	1.1

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