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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -10.59% -5.28%
6 Month -2.5% -2.92%
1 Year 21.5% -
3 Year 15.81% -
5 Year 18.66% -

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 9.78% -
3 Year 24.22% -
5 Year 22.88% -

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.01 9.12
Small Cap 18.14 4.98
Large Cap 37.78 50.49
Mid Cap 42.07 35.41

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

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

Others 2.01 7.06
Realty 3.72 -
Petroleum Products 0.02 -
Electrical Equipment 19.47 -
IT - Software 7.3 -
Capital Markets 9.56 -
Retailing 11.03 -
Construction 0.64 3.32
Finance 2.08 -
Healthcare Services 2.03 -
Banks 6.49 -
Pharmaceuticals & Biotechnology 1.8 -
Leisure Services 0.65 -
Paper, Forest & Jute Products 0.91 -
Aerospace & Defense 4.8 -
Power 4.24 -
Automobiles 4.04 -
Beverages 0.06 -
Industrial Manufacturing 3.74 -
Personal Products 0.36 -
Industrial Products 4.73 -
Consumer Durables 6.61 -
Auto Components 0.02 -
Telecom - Services 0.42 -
Financial Technology (Fintech) 2.58 -
Cement & Cement Products 0.69 -
Financial - 18.13
Energy - 7.38
Materials - 3.42
Technology - 5.79
Healthcare - 9.45
Insurance - 3.62
Services - 13.34
Capital Goods - 8.78
Automobile - 8.07
Consumer Staples - 1.74
Consumer Discretionary - 2.74
Communication - 2.71
Chemicals - 2.58
Diversified - 1.08
Textiles - 0.79

Top Comparisons

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns12.98%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.21%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns10.15%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns8.3%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns24.79%

VS

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns18.67%

Compare Now

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns15.53%

VS

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns20.87%

Compare Now
Request call back
Add to Cart Successfully