PGIM India Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
Fund HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3382 Cr ₹398 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Mar 2019 12 Feb 2024
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 68% %
Expense Ratio 1.98 2.38
Manager Cheenu Gupta Vinay Paharia
ISIN Code INF336L01NY9 INF663L01X88
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 2.89% 2.7%
6 Month 27.79% 19.7%
1 Year 51.36% -
3 Year 22.25% -
5 Year 23.86% -

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month - -
1 Year 21.63% 5.83%
3 Year 46.22% 5.83%
5 Year 83.08% 5.83%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 24.26% 9.37%
3 Year 61.89% 9.37%
5 Year 94.33% 9.37%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 13.09% -
Sharp 1.13% -
Beta 0.93% -
Alpha 0.54% -

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Fund Managers

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
Name Cheenu Gupta Vinay Paharia
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 9 10
HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 3.52 9.12
Large Cap 38.96 50.49
Small Cap 23.55 4.98
Mid Cap 33.97 35.41

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 2.06 7.06
Energy 5.57 7.38
Capital Goods 31.27 8.78
Technology 5.96 5.79
Consumer Staples 1.63 1.74
Financial 14.06 18.13
Construction 11.81 3.32
Healthcare 5.11 9.45
Metals & Mining 0.66 -
Services 12.34 13.34
Automobile 4.66 8.07
Chemicals 0.05 2.58
Consumer Discretionary 3.81 2.74
Communication 1.01 2.71
Materials - 3.42
Insurance - 3.62
Diversified - 1.08
Textiles - 0.79

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