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

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

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tortoise-icon 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

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 3.19% 4.16%
6 Month 3.9% 1.69%
1 Year 10.93% 12.51%
3 Year - 24.17%
5 Year - 30.51%

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 6.32% 5.54%
1 Year 8.48% 4.96%
3 Year - 22.97%
5 Year - 22.62%

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 - 9.5%
3 Year - 9.15%
5 Year - 10.86%

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%
Beta - 0.92%
Alpha - 3.43%

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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 5.78 3.89
Large Cap 50.23 45.7
Mid Cap 39.15 37.27
Small Cap 4.84 12.98

Sector Allocation

Scheme Name

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

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

Others 5.78 3.89
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 - 5.38
Petroleum Products - 1.87
IT - Software - 7.3
Cement & Cement Products - 1.88
Transport Services - 3.36
Construction - 1.77
Textiles & Apparels - 1.17
Pharmaceuticals & Biotechnology - 7.06
Banks - 20.82
Realty - 2.84
Automobiles - 5.02
Gas - 0.09
Diversified FMCG - 3.13
Fertilizers & Agrochemicals - 2.61
Insurance - 3.34
Diversified Metals - 2.8
Ferrous Metals - 1.09
Personal Products - 2.28
Oil - 1.28
Capital Markets - 2.77
Consumer Durables - 1.37
Other Consumer Services - 0.81
Industrial Products - 0.46
Auto Components - 2.2
Chemicals & Petrochemicals - 0.7
Minerals & Mining - 1.42
Finance - 5.53
Entertainment - 0.61
Power - 2.04
Paper, Forest & Jute Products - 0.79
Leisure Services - 1.88
Retailing - 0.28

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