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) | ₹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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