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 | ₹3152 Cr | ₹3152 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 | -1.01% | 0.55% | 0.55% |
| 6 Month | 4.94% | 3.16% | 3.16% |
| 1 Year | 10.88% | 4.74% | 4.74% |
| 3 Year | - | 16.99% | 16.99% |
| 5 Year | - | 18.29% | 18.29% |
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 | 0.63% | 0.64% | 0.64% |
| 1 Year | 11.89% | 8.59% | 8.59% |
| 3 Year | - | 15.39% | 15.39% |
| 5 Year | - | 15.11% | 15.11% |
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% | 12.73% | 12.73% |
| 3 Year | - | 15.35% | 15.35% |
| 5 Year | - | 15.35% | 15.35% |
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 | - | 14.92% | 14.92% |
| Sharp | - | 0.66% | 0.66% |
| Beta | - | 1.04% | 1.04% |
| Alpha | - | -2.46% | -2.46% |
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 | 12.46 | 5.73 | 5.73 |
| Large Cap | 45.91 | 41.91 | 41.91 |
| Mid Cap | 38.5 | 34.17 | 34.17 |
| Small Cap | 3.13 | 18.18 | 18.18 |
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 | 4.06 | 3.23 | 3.23 |
| Energy | 5.12 | 2 | 2 |
| Industrials | 13.91 | 19.99 | 19.99 |
| Consumer Cyclical | 13.24 | 15.34 | 15.34 |
| Healthcare | 10.65 | 7.24 | 7.24 |
| Financial Services | 26.11 | 24.4 | 24.4 |
| Technology | 7.74 | 6.9 | 6.9 |
| Basic Materials | 6.5 | 8.31 | 8.31 |
| Consumer Defensive | 3.8 | 6.17 | 6.17 |
| Real Estate | 1.79 | 1.52 | 1.52 |
| Communication Services | 6.22 | 2.52 | 2.52 |
| Utilities | 0.85 | 2.39 | 2.39 |
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