PGIM India Large and Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
PGIM India Large and Mid Cap Fund - Regular (G)
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹803 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 12 Feb 2024 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | % | % | 46% |
| Expense Ratio | 2.33 | 1.9 | 1.9 |
| Manager | Vinay Paharia | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF663L01X88 | INF767K01NB5 | INF767K01NB5 |
| 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -2.9% | -2.4% | -2.4% |
| 6 Month | - | -1.18% | -1.18% |
| 1 Year | 0.81% | -3.73% | -3.73% |
| 3 Year | - | 16.2% | 16.2% |
| 5 Year | - | 16.18% | 16.18% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -0.22% | 0.03% | 0.03% |
| 1 Year | 10.29% | 7.93% | 7.93% |
| 3 Year | - | 14.04% | 14.04% |
| 5 Year | - | 14.27% | 14.27% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.49% | 12.57% | 12.57% |
| 3 Year | - | 15.38% | 15.38% |
| 5 Year | - | 15.43% | 15.43% |
Risk Management
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | - | 12.59% | 12.59% |
| Sharp | - | 0.71% | 0.71% |
| Beta | - | 1.04% | 1.04% |
| Alpha | - | -2.24% | -2.24% |
Fund Managers
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Vinay Paharia | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 10 | 7 | 7 |
| PGIM India Large and Mid Cap Fund - Regular (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 12.18 | 6.27 | 6.27 |
| Large Cap | 45.77 | 40.88 | 40.88 |
| Mid Cap | 38.91 | 35.54 | 35.54 |
| Small Cap | 3.14 | 17.32 | 17.32 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.23 | 2.86 | 2.86 |
| Energy | 5.32 | 2.12 | 2.12 |
| Industrials | 13.22 | 19.32 | 19.32 |
| Consumer Cyclical | 12.93 | 15.95 | 15.95 |
| Healthcare | 10.37 | 6.83 | 6.83 |
| Financial Services | 26.62 | 24.82 | 24.82 |
| Technology | 7.62 | 7.11 | 7.11 |
| Consumer Defensive | 4.59 | 6.44 | 6.44 |
| Basic Materials | 7.53 | 8.39 | 8.39 |
| Real Estate | 1.73 | 1.46 | 1.46 |
| Communication Services | 6.05 | 2.42 | 2.42 |
| Utilities | 0.81 | 2.28 | 2.28 |
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