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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) | ₹731 Cr | ₹6789 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 | 1.52% | 0.8% |
| 6 Month | 14.74% | 12.5% |
| 1 Year | 6.1% | 0.3% |
| 3 Year | - | 15.8% |
| 5 Year | - | 20.53% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.91% | 3.6% |
| 1 Year | 10.31% | 3.89% |
| 3 Year | - | 14.32% |
| 5 Year | - | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.65% | 10.83% |
| 3 Year | - | 14.22% |
| 5 Year | - | 12.76% |
Risk Management
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.68% |
| Sharp | - | 0.73% |
| Beta | - | 0.98% |
| Alpha | - | 0.80% |
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 | 7.12 | 5.3 |
| Large Cap | 48.29 | 45.65 |
| Mid Cap | 41.48 | 37.21 |
| Small Cap | 3.11 | 11.84 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.15 | 2.13 |
| Energy | 5.26 | 6.6 |
| Industrials | 13.42 | 9.09 |
| Consumer Cyclical | 13.88 | 15.72 |
| Healthcare | 10.17 | 9.95 |
| Financial Services | 26.51 | 26.53 |
| Technology | 6.66 | 3.55 |
| Basic Materials | 7.36 | 7.94 |
| Consumer Defensive | 3.86 | 5.95 |
| Real Estate | 1.81 | 2.64 |
| Communication Services | 5.99 | 7.15 |
| Utilities | 0.92 | 2.74 |
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