PGIM India Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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PGIM India Large and Mid Cap Fund - Regular (G)

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹602 Cr	₹4047 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	12 Feb 2024	30 Jul 2005
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	%	32%
Expense Ratio	2.33	1.9
Manager	Vinay Paharia	V Srivatsa
ISIN Code	INF663L01X88	INF789F01869
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	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.84%	2.94%
6 Month	-0.4%	-2.67%
1 Year	9.04%	7.95%
3 Year	-	25.92%
5 Year	-	28.2%

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	8.75%	7.67%
1 Year	10.91%	6.19%
3 Year	-	22.06%
5 Year	-	21.97%

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	9.2%	9.68%
3 Year	-	9.67%
5 Year	-	11.04%

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	-	12.33%
Sharp	-	1.17%
Beta	-	0.91%
Alpha	-	3.15%

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Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Vinay Paharia	V Srivatsa
Total AUM	₹0 Cr	₹7921 Cr
Funds Managed	10	3
	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.78	5.04
Large Cap	50.23	44.89
Mid Cap	39.15	36.99
Small Cap	4.84	12.9

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	5.78	5.04
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	-
Telecom - Services	-	5.68
Petroleum Products	-	2.68
IT - Software	-	7.12
Cement & Cement Products	-	1.77
Transport Services	-	3.18
Construction	-	1.66
Chemicals & Petrochemicals	-	0.93
Textiles & Apparels	-	1.29
Pharmaceuticals & Biotechnology	-	6.49
Banks	-	20.32
Realty	-	2.9
Automobiles	-	4.25
Diversified FMCG	-	3.06
Fertilizers & Agrochemicals	-	2.25
Insurance	-	3.52
Diversified Metals	-	2.29
Oil	-	2.41
Ferrous Metals	-	0.79
Personal Products	-	2.42
Capital Markets	-	2.93
Consumer Durables	-	1.23
Other Consumer Services	-	0.77
Industrial Products	-	0.41
Auto Components	-	2.31
Minerals & Mining	-	1.26
Finance	-	5.27
Entertainment	-	0.6
Power	-	2.03
Paper, Forest & Jute Products	-	0.75
Leisure Services	-	1.92
Retailing	-	0.29