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) | ₹763 Cr | ₹15857 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 | 0.7% | -0.02% |
6 Month | 10.85% | 6.15% |
1 Year | 6.1% | -0.34% |
3 Year | - | 20.71% |
5 Year | - | 22.79% |
SIP Return Analysis
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.23% | 1.09% |
1 Year | 16.48% | 8.93% |
3 Year | - | 17.35% |
5 Year | - | 17.67% |
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% | 17.62% |
3 Year | - | 18% |
5 Year | - | 16.87% |
Risk Management
Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 13.50% |
Sharp | - | 0.93% |
Beta | - | 0.99% |
Alpha | - | 3.85% |
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 | 8.86 | 6.14 |
Large Cap | 48.54 | 48.7 |
Mid Cap | 39.44 | 36.09 |
Small Cap | 3.17 | 9.07 |
Sector Allocation
Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.74 | 2.36 |
Energy | 4.94 | 6.83 |
Industrials | 14.54 | 3.87 |
Consumer Cyclical | 14.57 | 11.5 |
Healthcare | 9.11 | 11.46 |
Financial Services | 26.15 | 33.66 |
Technology | 6.89 | 9.59 |
Basic Materials | 6.8 | 9.63 |
Consumer Defensive | 3.71 | 3.31 |
Real Estate | 1.66 | 1.63 |
Communication Services | 5.99 | 2.74 |
Utilities | 0.9 | 3.43 |
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