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PGIM India Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare

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

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹16530 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 -0.32% 1.56%
6 Month 2.19% 4.64%
1 Year 2.52% 2.89%
3 Year - 19.24%
5 Year - 19.79%

SIP Return Analysis

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) DSP Large & Mid Cap Fund - Regular Growth
6 Month 0.64% 3.92%
1 Year 10.95% 15.34%
3 Year - 17.47%
5 Year - 17.58%

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% 18.24%
3 Year - 18.24%
5 Year - 16.66%

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 12.46 8.73
Large Cap 45.91 47.64
Mid Cap 38.5 35.24
Small Cap 3.13 8.39

Sector Allocation

Scheme Name

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

DSP Large & Mid Cap Fund - Regular Growth

Others 4.06 2.69
Energy 5.12 6.68
Industrials 13.91 3.84
Consumer Cyclical 13.24 10.25
Healthcare 10.65 10.67
Financial Services 26.11 34.65
Technology 7.74 10.83
Basic Materials 6.5 8.9
Consumer Defensive 3.8 3.19
Real Estate 1.79 1.69
Communication Services 6.22 3.1
Utilities 0.85 3.51

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