PGIM India Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 1.9% | 3.87% |
6 Month | -2.67% | - |
1 Year | 8.62% | 10.06% |
3 Year | 16.42% | - |
5 Year | 25.53% | - |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 1.21% | 2.06% |
1 Year | -1.46% | 0.68% |
3 Year | 16.3% | - |
5 Year | 18.95% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.75% | - |
Sharp | 0.65% | - |
Beta | 0.84% | - |
Alpha | 0.73% | - |
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Fund Managers
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) |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 7.11 | 5.78 |
Large Cap | 40.15 | 50.23 |
Small Cap | 16.88 | 4.84 |
Mid Cap | 35.86 | 39.15 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 6.15 | 5.78 |
Energy | 3.33 | 4.59 |
Technology | 7.31 | 10.7 |
Basic Materials | 13.6 | 7.99 |
Industrials | 10 | 12.98 |
Consumer Defensive | 5.56 | 3.83 |
Financial Services | 26.38 | 22.15 |
Healthcare | 10.94 | 9.99 |
Consumer Cyclical | 11.6 | 14.08 |
Communication Services | 3 | 6.13 |
Utilities | 2.14 | 1.09 |
Real Estate | - | 0.69 |
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