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) ₹3609 Cr ₹559 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 1.94 2.35
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 8.69% 3.83%
6 Month 8.79% 4.56%
1 Year 39.11% -
3 Year 21.52% -
5 Year 22.17% -

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 34.36% -
3 Year 31.65% -
5 Year 27.21% -

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 20.37% -
3 Year 19.47% -
5 Year 21.86% -

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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