PGIM India Large and Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹26939 Cr | ₹803 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 1998 | 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 | 55% | % |
| Expense Ratio | 1.7 | 2.33 |
| Manager | Sharmila D'mello | Vinay Paharia |
| ISIN Code | INF109K01431 | INF663L01X88 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.77% | -2.52% |
| 6 Month | 4.09% | 0.49% |
| 1 Year | 9.36% | 1.23% |
| 3 Year | 20.19% | - |
| 5 Year | 22.67% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.81% | -0.22% |
| 1 Year | 16.25% | 10.29% |
| 3 Year | 18.65% | - |
| 5 Year | 19.83% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.11% | 7.49% |
| 3 Year | 17.22% | - |
| 5 Year | 15.72% | - |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.05% | - |
| Sharp | 1.2% | - |
| Beta | 0.81% | - |
| Alpha | 4.04% | - |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Name | Sharmila D'mello | Vinay Paharia |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 10 |
| ICICI Prudential Large & Mid Cap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 8.27 | 12.18 |
| Large Cap | 41.48 | 45.77 |
| Mid Cap | 39.03 | 38.91 |
| Small Cap | 11.22 | 3.14 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.74 | 3.23 |
| Energy | 3.98 | 5.32 |
| Technology | 5.84 | 7.62 |
| Basic Materials | 9.01 | 7.53 |
| Consumer Defensive | 7.83 | 4.59 |
| Industrials | 8.41 | 13.22 |
| Financial Services | 23.57 | 26.62 |
| Consumer Cyclical | 24.19 | 12.93 |
| Healthcare | 5.1 | 10.37 |
| Real Estate | 0.89 | 1.73 |
| Communication Services | 3.58 | 6.05 |
| Utilities | 1.86 | 0.81 |
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