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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon 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) ₹31296 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 1.6 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 2.71% 2.84%
6 Month -0.86% -0.4%
1 Year 6.39% 9.04%
3 Year 21.96% -
5 Year 25.93% -

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month 7.12% 8.75%
1 Year 7.32% 10.91%
3 Year 17.33% -
5 Year 18.97% -

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 14.46% 9.2%
3 Year 14.87% -
5 Year 14.98% -

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 11.83% -
Sharp 1.1% -
Beta 0.81% -
Alpha 1.27% -

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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 5.68 5.78
Large Cap 41.02 50.23
Small Cap 16.22 4.84
Mid Cap 37.08 39.15

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

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

Others 5.68 5.78
Petroleum Products 3.54 -
IT - Software 6.46 -
Pharmaceuticals & Biotechnology 10.27 -
Industrial Manufacturing 1.43 -
Cement & Cement Products 4.21 -
Construction 2.08 -
Banks 23.08 -
Diversified FMCG 1.55 -
Non - Ferrous Metals 2.43 -
Auto Components 8.01 -
Ferrous Metals 2.2 -
Personal Products 2.56 -
Telecom - Services 1.89 -
Capital Markets 2.77 -
Consumer Durables 4.3 -
Chemicals & Petrochemicals 0.71 -
Transport Services 0.76 -
Finance 2.87 -
Industrial Products 1.31 -
Agricultural, Commercial & Construction Vehicles 2.02 -
Gas 0.33 -
Retailing 1.06 -
Food Products 0.45 -
Healthcare Services 0.6 -
Beverages 1.11 -
Textiles & Apparels 2.29 -
Leisure Services 2 -
Power 2.03 -
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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