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 | 3.79% | 3.19% |
6 Month | 2.09% | 3.9% |
1 Year | 10.57% | 10.93% |
3 Year | 20.08% | - |
5 Year | 28.07% | - |
SIP Return Analysis
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% | - |
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 | 0.77% | - |
Beta | 0.83% | - |
Alpha | 0.25% | - |
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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 | 6.17 | 5.78 |
Large Cap | 40.14 | 50.23 |
Small Cap | 16.78 | 4.84 |
Mid Cap | 36.91 | 39.15 |
Sector Allocation
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 |
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