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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) | ₹33248 Cr | ₹731 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 | 1.6 | 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 | 2.58% | 2.25% |
| 6 Month | 16.12% | 18.34% |
| 1 Year | 1.6% | 2.5% |
| 3 Year | 17.42% | - |
| 5 Year | 23.41% | - |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.44% | 4.3% |
| 1 Year | 13.4% | 14.64% |
| 3 Year | 16.71% | - |
| 5 Year | 17.79% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.21% | 8.65% |
| 3 Year | 15% | - |
| 5 Year | 15.04% | - |
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 | 0.92% | - |
| Beta | 0.79% | - |
| Alpha | 1.68% | - |
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 | 6.44 | 7.12 |
| Large Cap | 38.72 | 48.29 |
| Small Cap | 16.35 | 3.11 |
| Mid Cap | 38.49 | 41.48 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 4.99 | 4.15 |
| Energy | 3.17 | 5.26 |
| Technology | 4.37 | 6.66 |
| Basic Materials | 16.87 | 7.36 |
| Industrials | 9.35 | 13.42 |
| Financial Services | 27.34 | 26.51 |
| Consumer Defensive | 5.83 | 3.86 |
| Healthcare | 11.81 | 10.17 |
| Consumer Cyclical | 13.56 | 13.88 |
| Communication Services | 1.16 | 5.99 |
| Utilities | 1.56 | 0.92 |
| Real Estate | - | 1.81 |
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