PGIM India Large Cap Fund vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Fund | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1828 Cr | ₹571 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 2002 | 30 Jan 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 63% | 34% |
Expense Ratio | 2.13 | 2.38 |
Manager | Gautam Bhupal | Bhupesh Kalyani |
ISIN Code | INF336L01016 | INF663L01GW4 |
Exits Load | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large Cap Fund - 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 Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Month | 5.92% | 7.19% |
6 Month | -13.1% | -11.3% |
1 Year | 4.42% | 3.72% |
3 Year | 12.77% | 11.28% |
5 Year | 21.55% | 19.23% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | -5.86% | -2.03% |
1 Year | -9.84% | -5.4% |
3 Year | 12.55% | 10.17% |
5 Year | 14.01% | 11.71% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 16.04% | 15.21% |
3 Year | 12.53% | 12.15% |
5 Year | 12.28% | 12.48% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 14.193% | 12.538% |
Sharp | 0.369% | 0.258% |
Beta | 0.998% | 0.895% |
Alpha | -0.734% | -2.119% |
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Fund Managers
Scheme Name | HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Name | Gautam Bhupal | Bhupesh Kalyani |
Total AUM | ₹25949 Cr | ₹2742 Cr |
Funds Managed | 13 | 13 |
HSBC Large Cap Fund - Regular Growth | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 4.08 | 2.5 |
Large Cap | 82.36 | 87.61 |
Small Cap | 4.89 | - |
Mid Cap | 8.66 | 9.88 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.48 | 1.74 |
Energy | 6.28 | 7.63 |
Technology | 13.74 | 13.02 |
Industrials | 10.76 | 10 |
Basic Materials | 6.14 | 3.07 |
Consumer Defensive | 6.13 | 6.93 |
Financial Services | 27.66 | 30.24 |
Healthcare | 6.85 | 7.04 |
Utilities | 3.81 | 1.8 |
Consumer Cyclical | 11.58 | 12.96 |
Real Estate | 2.04 | 0.43 |
Communication Services | 3.56 | 5.14 |
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