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) | ₹803 Cr | ₹17215 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 | -2.52% | -0.25% |
| 6 Month | 0.49% | 3.47% |
| 1 Year | 1.23% | 3.89% |
| 3 Year | - | 19.55% |
| 5 Year | - | 19.06% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.22% | 3.06% |
| 1 Year | 10.29% | 14.75% |
| 3 Year | - | 17.19% |
| 5 Year | - | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.49% | 18.19% |
| 3 Year | - | 18.27% |
| 5 Year | - | 16.67% |
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 | - | 0.98% |
| Beta | - | 0.95% |
| Alpha | - | 1.43% |
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 | 12.18 | 9.22 |
| Large Cap | 45.77 | 48.48 |
| Mid Cap | 38.91 | 34.63 |
| Small Cap | 3.14 | 7.68 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.23 | 1.27 |
| Energy | 5.32 | 6.17 |
| Industrials | 13.22 | 3.57 |
| Consumer Cyclical | 12.93 | 11.68 |
| Healthcare | 10.37 | 10.15 |
| Financial Services | 26.62 | 36.37 |
| Technology | 7.62 | 11.19 |
| Consumer Defensive | 4.59 | 3.03 |
| Basic Materials | 7.53 | 8.6 |
| Real Estate | 1.73 | 1.67 |
| Communication Services | 6.05 | 3.23 |
| Utilities | 0.81 | 3.06 |
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