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) | ₹1849 Cr | ₹604 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 | 2.11% | 3.11% |
6 Month | 13.17% | 14.21% |
1 Year | -3.58% | -1.88% |
3 Year | 13.41% | 11.84% |
5 Year | 17.54% | 15.4% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 3.43% | 3.74% |
1 Year | 7.4% | 11.94% |
3 Year | 13.15% | 11.72% |
5 Year | 13.23% | 11.48% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 15.34% | 14.66% |
3 Year | 12.6% | 12.17% |
5 Year | 12.44% | 12.58% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.61% | 12.16% |
Sharp | 0.53% | 0.42% |
Beta | 0.96% | 0.95% |
Alpha | - | -1.43% |
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 | 9.57 | 5.42 |
Large Cap | 81.39 | 82 |
Small Cap | 2.3 | - |
Mid Cap | 6.75 | 12.58 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 6.15 | 2.03 |
Energy | 4.89 | 7.93 |
Industrials | 9.43 | 10.33 |
Technology | 9.06 | 9.21 |
Consumer Cyclical | 14.99 | 14.51 |
Basic Materials | 2.32 | 3.49 |
Financial Services | 34.48 | 31.84 |
Healthcare | 7.17 | 6.71 |
Consumer Defensive | 4.98 | 6.43 |
Utilities | 2.89 | 1.75 |
Communication Services | 3.62 | 4.52 |
Real Estate | - | 1.26 |
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