PGIM India Equity Savings Fund vs HSBC Equity Savings Fund compare
PGIM India Equity Savings Fund - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High Risk |
Asset Size (Cr) | ₹90 Cr | ₹646 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 69% | 75% |
Expense Ratio | 1.32 | 1.51 |
Manager | Puneet Pal | Mahesh A Chhabria |
ISIN Code | INF223J01FB7 | INF917K01AA5 |
Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 0.21% | -4.67% |
6 Month | 1.12% | -4.53% |
1 Year | 5.86% | 9.06% |
3 Year | 6.12% | 10.47% |
5 Year | 7.22% | 11.22% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.97% | -2.04% |
3 Year | 6.59% | 11.05% |
5 Year | 7.41% | 11.77% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 7.48% | 8.17% |
3 Year | 7.33% | 9.36% |
5 Year | 7.5% | 8.3% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.165% | 7.035% |
Sharp | -0.085% | 0.671% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Puneet Pal | Mahesh A Chhabria |
Total AUM | ₹20950 Cr | ₹15021 Cr |
Fund Manage | 19 | 9 |
PGIM India Equity Savings Fund - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.37 | 62.92 |
Large Cap | 61.17 | 29.34 |
Mid Cap | 6.06 | 27.33 |
Small Cap | 0.4 | 14.96 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.37 | 62.92 |
Petroleum Products | 6.46 | 2.67 |
IT - Services | 0.11 | - |
Cement & Cement Products | 6.95 | - |
Personal Products | 2.26 | - |
Construction | 0.58 | 0.37 |
Ferrous Metals | 11.63 | 2.53 |
Healthcare Services | 0.31 | - |
Non - Ferrous Metals | 0.32 | - |
Banks | 12.08 | 16.86 |
IT - Software | 2.06 | 1.12 |
Aerospace & Defense | 0.15 | 1.55 |
Automobiles | 1.15 | 1.42 |
Finance | 8.45 | 2.39 |
Telecom - Services | 1.4 | - |
Consumer Durables | 4.45 | 5.75 |
Beverages | 0.95 | 0.02 |
Food Products | 0.16 | - |
Industrial Products | 0.17 | 1.8 |
Pharmaceuticals & Biotechnology | 0.66 | 2.01 |
Minerals & Mining | 2.68 | - |
Transport Services | 0.29 | 0.43 |
Chemicals & Petrochemicals | 0.22 | - |
Transport Infrastructure | 3.07 | - |
Retailing | 0.31 | 6.34 |
Insurance | 0.76 | 0.12 |
Realty | - | 3.18 |
Electrical Equipment | - | 11.64 |
Capital Markets | - | 4.07 |
Leisure Services | - | 0.05 |
Power | - | 0.98 |
Gas | - | 0.04 |
Financial Technology (Fintech) | - | 1.96 |
Industrial Manufacturing | - | 4.33 |
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