- 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 Sundaram Large and Midcap Fund Regular Plan compare
PGIM India Large and Mid Cap Fund - Regular (G)
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹803 Cr | ₹7047 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Feb 2024 | 27 Feb 2007 |
| 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 | 2.33 | 1.85 |
| Manager | Vinay Paharia | Ashish Aggarwal |
| ISIN Code | INF663L01X88 | INF903J01DT1 |
| Exits Load | 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.9% | -2.04% |
| 6 Month | - | 4.09% |
| 1 Year | 0.81% | -0.55% |
| 3 Year | - | 15.58% |
| 5 Year | - | 17.16% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.22% | 1.98% |
| 1 Year | 10.29% | 14.33% |
| 3 Year | - | 14.16% |
| 5 Year | - | 14.48% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 10.41% |
| 3 Year | - | 14.43% |
| 5 Year | - | 13.13% |
Risk Management
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.94% |
| Sharp | - | 0.76% |
| Beta | - | 0.96% |
| Alpha | - | -1.65% |
Fund Managers
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Vinay Paharia | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Funds Managed | 10 | 7 |
| PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.18 | 6.4 |
| Large Cap | 45.77 | 44.53 |
| Mid Cap | 38.91 | 37.64 |
| Small Cap | 3.14 | 11.42 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.23 | 3.23 |
| Energy | 5.32 | 6.98 |
| Industrials | 13.22 | 11.18 |
| Consumer Cyclical | 12.93 | 13.46 |
| Healthcare | 10.37 | 9.7 |
| Financial Services | 26.62 | 29.26 |
| Technology | 7.62 | 4.8 |
| Consumer Defensive | 4.59 | 4.33 |
| Basic Materials | 7.53 | 7.5 |
| Real Estate | 1.73 | 2.75 |
| Communication Services | 6.05 | 5.14 |
| Utilities | 0.81 | 1.68 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.89%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Invesco India Multicap Fund - Growth Option
3Y Returns15.97%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.18%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
