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PGIM India Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
PGIM India Large and Mid Cap Fund - Regular (G)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹763 Cr | ₹4993 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 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.26% | 3.52% |
| 6 Month | 7.19% | 7.71% |
| 1 Year | 7.74% | 3.47% |
| 3 Year | - | 21.2% |
| 5 Year | - | 25.91% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.16% | -0.25% |
| 1 Year | 8.14% | 6.06% |
| 3 Year | - | 16.24% |
| 5 Year | - | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.49% | 9.38% |
| 3 Year | - | 10.11% |
| 5 Year | - | 11.35% |
Risk Management
| 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 | - | 1.08% |
| Beta | - | 0.95% |
| Alpha | - | 2.88% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.86 | 3.93 |
| Large Cap | 48.54 | 48.52 |
| Mid Cap | 39.44 | 34.85 |
| Small Cap | 3.17 | 12.7 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.74 | 2.42 |
| Energy | 4.94 | 7.34 |
| Industrials | 14.54 | 8.14 |
| Consumer Cyclical | 14.57 | 11.04 |
| Healthcare | 9.11 | 8.5 |
| Financial Services | 26.15 | 29.29 |
| Technology | 6.89 | 9.66 |
| Basic Materials | 6.8 | 8.43 |
| Consumer Defensive | 3.71 | 5.59 |
| Real Estate | 1.66 | 2.42 |
| Communication Services | 5.99 | 5.03 |
| Utilities | 0.9 | 2.14 |
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