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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) | ₹602 Cr | ₹6470 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 | 6.5% | 5.68% |
| 6 Month | 5.48% | 0.79% |
| 1 Year | 14.34% | 9.24% |
| 3 Year | - | 19.55% |
| 5 Year | - | 24.99% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.7% | -0.44% |
| 1 Year | 0.09% | -6.54% |
| 3 Year | - | 13.47% |
| 5 Year | - | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 11.53% |
| 3 Year | - | 14.16% |
| 5 Year | - | 12.49% |
Risk Management
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.877% |
| Sharp | - | 0.357% |
| Beta | - | 0.998% |
| Alpha | - | -1.131% |
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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 | 5.78 | 3.47 |
| Large Cap | 50.23 | 52.13 |
| Mid Cap | 39.15 | 35.95 |
| Small Cap | 4.84 | 8.46 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.78 | 3.47 |
| Energy | 4.59 | 6.53 |
| Industrials | 12.98 | 12.24 |
| Consumer Cyclical | 14.08 | 16.44 |
| Healthcare | 9.99 | 9.93 |
| Financial Services | 22.15 | 23.3 |
| Technology | 10.7 | 7.5 |
| Basic Materials | 7.99 | 4.8 |
| Consumer Defensive | 3.83 | 5.14 |
| Real Estate | 0.69 | 2.54 |
| Communication Services | 6.13 | 5.74 |
| Utilities | 1.09 | 2.39 |
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