PGIM India Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹28677 Cr	₹602 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	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	25%	%
Expense Ratio	1.61	2.33
Manager	Pradeep Kesavan	Vinay Paharia
ISIN Code	INF200K01305	INF663L01X88
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% 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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	3.79%	3.19%
6 Month	2.09%	3.9%
1 Year	10.57%	10.93%
3 Year	20.08%	-
5 Year	28.07%	-

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	5.28%	6.32%
1 Year	5.47%	8.48%
3 Year	17.9%	-
5 Year	19.48%	-

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	14.74%	-
3 Year	14.69%	-
5 Year	14.88%	-

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	11.75%	-
Sharp	0.77%	-
Beta	0.83%	-
Alpha	0.25%	-

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Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Name	Pradeep Kesavan	Vinay Paharia
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	10
	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	6.17	5.78
Large Cap	40.14	50.23
Small Cap	16.78	4.84
Mid Cap	36.91	39.15

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	6.17	5.78
Petroleum Products	3.29	-
IT - Software	5.89	-
Pharmaceuticals & Biotechnology	11.09	-
Industrial Manufacturing	1.35	-
Cement & Cement Products	4.4	-
Construction	2.19	-
Banks	21.48	-
Diversified FMCG	1.54	-
Non - Ferrous Metals	2.74	-
Auto Components	7.12	-
Ferrous Metals	2.34	-
Personal Products	2.42	-
Telecom - Services	2.39	-
Capital Markets	2.61	-
Consumer Durables	4.67	-
Chemicals & Petrochemicals	0.81	-
Transport Services	0.65	-
Finance	3.07	-
Industrial Products	1.35	-
Agricultural, Commercial & Construction Vehicles	1.87	-
Gas	0.3	-
Retailing	1	-
Food Products	0.5	-
Automobiles	1	-
Healthcare Services	0.55	-
Beverages	1.05	-
Textiles & Apparels	2.25	-
Leisure Services	1.9	-
Power	2.01	-
Energy	-	4.59
Industrials	-	12.98
Consumer Cyclical	-	14.08
Healthcare	-	9.99
Financial Services	-	22.15
Technology	-	10.7
Basic Materials	-	7.99
Consumer Defensive	-	3.83
Real Estate	-	0.69
Communication Services	-	6.13
Utilities	-	1.09