PGIM India Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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) | ₹23140 Cr | ₹602 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 | 3.51% | 3.87% |
6 Month | -3.36% | -0.25% |
1 Year | 6.63% | 10.06% |
3 Year | 19.89% | - |
5 Year | 28.93% | - |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 1.59% | 2.06% |
1 Year | -3.84% | 0.68% |
3 Year | 19.08% | - |
5 Year | 21.77% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 14.17% | - |
3 Year | 10.86% | - |
5 Year | 11.39% | - |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.902% | - |
Sharp | 0.746% | - |
Beta | 1.012% | - |
Alpha | 4.586% | - |
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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 | 1.86 | 5.78 |
Large Cap | 46.7 | 50.23 |
Small Cap | 15.1 | 4.84 |
Mid Cap | 36.35 | 39.15 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 1.03 | 5.78 |
Communication Services | 2.8 | 6.13 |
Basic Materials | 5.38 | 7.99 |
Energy | 3.19 | 4.59 |
Technology | 11.17 | 10.7 |
Consumer Cyclical | 13.16 | 14.08 |
Healthcare | 12.81 | 9.99 |
Industrials | 11.76 | 12.98 |
Financial Services | 30.96 | 22.15 |
Consumer Defensive | 2.49 | 3.83 |
Utilities | 3.91 | 1.09 |
Real Estate | 1.35 | 0.69 |
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