- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹34065 Cr | ₹763 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 | 2.16% | -0.55% |
| 6 Month | 11.01% | 8.35% |
| 1 Year | 6.41% | 7.15% |
| 3 Year | 16.94% | - |
| 5 Year | 22.54% | - |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.49% | 0.07% |
| 1 Year | 14.14% | 9.89% |
| 3 Year | 15.54% | - |
| 5 Year | 16.64% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.77% | 7.49% |
| 3 Year | 15.22% | - |
| 5 Year | 15.14% | - |
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 | 0.91% | - |
| Beta | 0.81% | - |
| Alpha | 0.06% | - |
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 | 5.75 | 8.86 |
| Large Cap | 37.79 | 48.54 |
| Small Cap | 15.66 | 3.17 |
| Mid Cap | 40.79 | 39.44 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 4.41 | 4.74 |
| Energy | 4.26 | 4.94 |
| Technology | 4.19 | 6.89 |
| Basic Materials | 17.26 | 6.8 |
| Industrials | 9.66 | 14.54 |
| Financial Services | 24.87 | 26.15 |
| Consumer Defensive | 6.14 | 3.71 |
| Healthcare | 11.95 | 9.11 |
| Consumer Cyclical | 14.43 | 14.57 |
| Communication Services | 1.42 | 5.99 |
| Utilities | 1.42 | 0.9 |
| Real Estate | - | 1.66 |
Top Comparisons
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns31.75%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns32.62%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.56%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.33%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.2%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.84%
LIC Nifty Next 50 Index Fund Growth
3Y Returns16.92%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns16.92%
