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

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HSBC Large & Mid Cap Fund - Regular Growth

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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)	₹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

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	2.95%	3.25%
6 Month	-11.33%	-2.65%
1 Year	7.87%	12.21%
3 Year	15.97%	-
5 Year	24.74%	-

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	-5.8%	1.18%
1 Year	-14.71%	0.47%
3 Year	16.11%	-
5 Year	17.35%	-

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%	-

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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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)

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

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