PGIM India Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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) | ₹3873 Cr | ₹602 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Apr 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 | 1.91 | 2.33 |
Manager | Cheenu Gupta | Vinay Paharia |
ISIN Code | INF336L01NY9 | INF663L01X88 |
Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large and Midcap Fund - Regular Plan - 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 & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 6.4% | 5.64% |
6 Month | -16.81% | -9.94% |
1 Year | 5.51% | 7.05% |
3 Year | 13.86% | - |
5 Year | 25.67% | - |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | -10.78% | -3.21% |
1 Year | -17.04% | -4.07% |
3 Year | 15.78% | - |
5 Year | 17.46% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 21.03% | - |
3 Year | 19.46% | - |
5 Year | 21.66% | - |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 16.811% | - |
Sharp | 0.444% | - |
Beta | 0.981% | - |
Alpha | 1.122% | - |
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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 |
Funds Managed | 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 | 1.85 | 5.78 |
Large Cap | 44.97 | 50.23 |
Small Cap | 12.89 | 4.84 |
Mid Cap | 40.28 | 39.15 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 1.85 | 5.78 |
Energy | 0.02 | 4.59 |
Industrials | 25.68 | 12.98 |
Technology | 16.65 | 10.7 |
Financial Services | 22.6 | 22.15 |
Consumer Cyclical | 16.84 | 14.08 |
Healthcare | 7.54 | 9.99 |
Basic Materials | 1.65 | 7.99 |
Utilities | 3.11 | 1.09 |
Consumer Defensive | 0.41 | 3.83 |
Real Estate | 2.12 | 0.69 |
Communication Services | 1.52 | 6.13 |
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