PGIM India Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare
PGIM India Large and Mid Cap Fund - Regular (G)
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹731 Cr | ₹15502 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Feb 2024 | 16 May 2000 |
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 | % | 40% |
Expense Ratio | 2.33 | 1.7 |
Manager | Vinay Paharia | Rohit Singhania |
ISIN Code | INF663L01X88 | INF740K01094 |
Exits Load | 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 | DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 1.61% | 2.27% |
6 Month | 17.6% | 13.01% |
1 Year | 2.02% | -3.11% |
3 Year | - | 18.72% |
5 Year | - | 22.25% |
SIP Return Analysis
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.3% | 2.31% |
1 Year | 14.64% | 8.04% |
3 Year | - | 18.13% |
5 Year | - | 18.07% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 8.65% | 17.79% |
3 Year | - | 17.91% |
5 Year | - | 16.77% |
Risk Management
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 12.87% |
Sharp | - | 0.92% |
Beta | - | 0.96% |
Alpha | - | 1.81% |
Fund Managers
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Vinay Paharia | Rohit Singhania |
Total AUM | ₹0 Cr | ₹46862 Cr |
Funds Managed | 10 | 7 |
PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 7.12 | 7.67 |
Large Cap | 48.29 | 47.22 |
Mid Cap | 41.48 | 35.51 |
Small Cap | 3.11 | 9.59 |
Sector Allocation
Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.15 | 3.99 |
Energy | 5.26 | 6.77 |
Industrials | 13.42 | 4.11 |
Consumer Cyclical | 13.88 | 11.35 |
Healthcare | 10.17 | 11.2 |
Financial Services | 26.51 | 32.12 |
Technology | 6.66 | 9.06 |
Basic Materials | 7.36 | 9.77 |
Consumer Defensive | 3.86 | 3.96 |
Real Estate | 1.81 | 1.59 |
Communication Services | 5.99 | 2.91 |
Utilities | 0.92 | 3.17 |
Top Comparisons
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.41%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.26%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.93%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.58%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.57%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.33%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.1%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.46%