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) | ₹1888 Cr | ₹620 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 | -1.62% | -1.98% |
6 Month | 5.11% | 7.43% |
1 Year | -1.94% | 0.55% |
3 Year | 14.73% | 13.21% |
5 Year | 17.71% | 15.91% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 3.74% | 3.82% |
1 Year | 1.87% | 5.55% |
3 Year | 13.56% | 11.57% |
5 Year | 13.95% | 11.81% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 15.61% | 14.88% |
3 Year | 12.53% | 12.11% |
5 Year | 12.36% | 12.51% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 13.65% | 12.59% |
Sharp | 0.90% | 0.78% |
Beta | 0.99% | 0.93% |
Alpha | -0.56% | -2.13% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 9.68 | 5.84 |
Large Cap | 81.48 | 81.32 |
Small Cap | 1.96 | - |
Mid Cap | 6.88 | 12.84 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 6.18 | 2.32 |
Energy | 3.89 | 8.34 |
Industrials | 7.92 | 9.99 |
Technology | 10.19 | 10.15 |
Basic Materials | 3.69 | 4.19 |
Financial Services | 35.19 | 31.43 |
Healthcare | 6.92 | 6.4 |
Consumer Defensive | 5.42 | 6.03 |
Consumer Cyclical | 14.1 | 13.56 |
Communication Services | 3.56 | 4.62 |
Utilities | 2.93 | 1.71 |
Real Estate | - | 1.25 |
Top Comparisons
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.63%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.12%
Kotak Large Cap Fund - Growth
3Y Returns16.03%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns16.31%
HDFC Multi Cap Fund - Growth Option
3Y Returns22.98%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
HSBC Equity Savings Fund - Regular Growth
3Y Returns12.75%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.18%