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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 | ₹6998 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 | -0.24% | 0.3% |
| 6 Month | 3.95% | 6.69% |
| 1 Year | 5.07% | 3.14% |
| 3 Year | - | 15.47% |
| 5 Year | - | 18.37% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 4.1% |
| 1 Year | 12.6% | 16.67% |
| 3 Year | - | 15.55% |
| 5 Year | - | 15.52% |
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% | 10.46% |
| 3 Year | - | 14.42% |
| 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 | - | 0.77% |
| Beta | - | 0.95% |
| Alpha | - | -1.66% |
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 | 12.46 | 4.68 |
| Large Cap | 45.91 | 44.66 |
| Mid Cap | 38.5 | 38.74 |
| Small Cap | 3.13 | 11.92 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 1.92 |
| Energy | 5.12 | 6.96 |
| Industrials | 13.91 | 11.08 |
| Consumer Cyclical | 13.24 | 14.56 |
| Healthcare | 10.65 | 9.89 |
| Financial Services | 26.11 | 28.45 |
| Technology | 7.74 | 4 |
| Basic Materials | 6.5 | 8.73 |
| Consumer Defensive | 3.8 | 4.53 |
| Real Estate | 1.79 | 2.8 |
| Communication Services | 6.22 | 5.36 |
| Utilities | 0.85 | 1.73 |
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