PGIM India Large Cap Fund vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
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) | ₹1832 Cr | ₹593 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 | 3% | 3.06% |
| 6 Month | 6.34% | 5.55% |
| 1 Year | 2.25% | 6.78% |
| 3 Year | 14.21% | 11.99% |
| 5 Year | 17.26% | 15.19% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.36% | -0.02% |
| 1 Year | 4.96% | 6.3% |
| 3 Year | 10.78% | 9.05% |
| 5 Year | 11.89% | 9.92% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 15.07% | 14.43% |
| 3 Year | 12.65% | 12.17% |
| 5 Year | 12.52% | 12.64% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.17% | 11.77% |
| Sharp | 0.62% | 0.47% |
| Beta | 0.95% | 0.94% |
| Alpha | -0.37% | -2.30% |
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 | 5.5 | 6.71 |
| Large Cap | 85.25 | 81.25 |
| Small Cap | 2.56 | - |
| Mid Cap | 6.7 | 12.04 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 2.32 | 3.68 |
| Energy | 5.94 | 7.93 |
| Industrials | 11.92 | 10.7 |
| Technology | 9.84 | 8.84 |
| Consumer Cyclical | 16.81 | 16.13 |
| Financial Services | 33.53 | 30.3 |
| Healthcare | 7.07 | 5.3 |
| Consumer Defensive | 4.31 | 6.11 |
| Communication Services | 3.61 | 4.52 |
| Basic Materials | 2.42 | 3.48 |
| Utilities | 2.24 | 1.82 |
| Real Estate | - | 1.19 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.67%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.4%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.26%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.68%