PGIM India Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

PGIM India Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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HDFC Large and Mid Cap Fund - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Fund	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹26158 Cr	₹731 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	18 Feb 1994	12 Feb 2024
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	9.01%	%
Expense Ratio	1.66	2.33
Manager	Dhruv Muchhal	Vinay Paharia
ISIN Code	INF179KA1RT1	INF663L01X88
Exits Load	HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	3.2%	2.25%
6 Month	18.22%	18.34%
1 Year	-1.68%	2.5%
3 Year	20.44%	-
5 Year	25.38%	-

SIP Return Analysis

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	4.07%	4.3%
1 Year	12.32%	14.64%
3 Year	18.23%	-
5 Year	19.9%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	13.53%	8.65%
3 Year	11.24%	-
5 Year	11.53%	-

Risk Management

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	14.05%	-
Sharp	0.85%	-
Beta	1.03%	-
Alpha	4.53%	-

Fund Managers

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Name	Dhruv Muchhal	Vinay Paharia
Total AUM	₹520687 Cr	₹0 Cr
Funds Managed	40	10
	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Others	3.57	7.12
Large Cap	44.13	48.29
Small Cap	14.19	3.11
Mid Cap	38.11	41.48

Sector Allocation

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Others	0.65	4.15
Communication Services	3.21	5.99
Energy	3.12	5.26
Technology	9.6	6.66
Consumer Cyclical	13.7	13.88
Healthcare	12.95	10.17
Industrials	10.83	13.42
Basic Materials	6.59	7.36
Consumer Defensive	2.6	3.86
Financial Services	30.65	26.51
Real Estate	2.4	1.81
Utilities	3.7	0.92

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