PGIM India Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

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
Asset Size (Cr) ₹93 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jan 2004 01 Jan 2013
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 1.31 1.51
Manager Puneet Pal Mahesh A Chhabria
ISIN Code INF223J01FB7 INF917K01AA5
Exits Load Nil/365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Month 0.69% 1.3%
6 Month 5.07% 14.29%
1 Year 9.93% 26.28%
3 Year 6.75% 13.31%
5 Year 8.04% 13.7%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 4.33% 11.7%
3 Year 11.13% 25.45%
5 Year 21.77% 42.82%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 7.8% 13.35%
3 Year 18.12% 33.28%
5 Year 22.84% 46.54%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 2.06% 4.64%
Sharp -0.01% 1.25%
Beta 0.39% 0.78%
Alpha -1.3% 3.82%

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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 28.7 31.55
Large Cap 63.87 30.66
Mid Cap 7 18.54
Small Cap 0.43 19.25

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 63.25 1.65
Healthcare 1.2 0.15
Materials 0.72 2.54
Financial 9.83 20.73
Capital Goods 0.81 23.15
Consumer Staples 0.79 4.31
Communication 0.86 0.35
Services 1.05 9.17
Metals & Mining -0.089999999999999 6.34
Technology 1.54 3.27
Sovereign 15.5 13.5
Energy 1.46 0.72
Construction 0.57 8.61
Automobile 1.42 0.09
Consumer Discretionary 0.31 3.29
Diversified 0.26 -
Insurance 0.52 -
Chemicals - 2.13

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