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) | ₹26849 Cr | ₹727 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 | -3.91% | -2.37% |
6 Month | 6.03% | 8.61% |
1 Year | -3.06% | 3.95% |
3 Year | 20.36% | - |
5 Year | 26.83% | - |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 6.34% | 6.85% |
1 Year | 8.64% | 12.15% |
3 Year | 19.83% | - |
5 Year | 21.45% | - |
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 | 14.53% | - |
Sharp | 1.25% | - |
Beta | 1.01% | - |
Alpha | 4.47% | - |
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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 | 4.83 | 7.14 |
Large Cap | 45.07 | 50.26 |
Small Cap | 14.56 | 2.78 |
Mid Cap | 35.53 | 39.81 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 1.78 | 5.11 |
Communication Services | 3.31 | 6.36 |
Basic Materials | 6.4 | 7.82 |
Energy | 3.2 | 5.71 |
Technology | 9.69 | 7.19 |
Consumer Cyclical | 12.95 | 12.6 |
Healthcare | 12.12 | 8.64 |
Industrials | 11.12 | 14 |
Financial Services | 31.13 | 26.02 |
Consumer Defensive | 2.5 | 3.75 |
Real Estate | 2.01 | 1.87 |
Utilities | 3.78 | 0.93 |
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