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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) | ₹731 Cr | ₹4861 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 | 2.25% | 2.75% |
| 6 Month | 18.34% | 15.88% |
| 1 Year | 2.5% | -2.09% |
| 3 Year | - | 21.17% |
| 5 Year | - | 24.84% |
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 | 4.3% | 3.3% |
| 1 Year | 14.64% | 9.46% |
| 3 Year | - | 19.5% |
| 5 Year | - | 19.9% |
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 | 8.65% | 9.53% |
| 3 Year | - | 9.88% |
| 5 Year | - | 11.21% |
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 | - | 0.95% |
| Alpha | - | 3% |
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 | 7.12 | 5.97 |
| Large Cap | 48.29 | 45.68 |
| Mid Cap | 41.48 | 36 |
| Small Cap | 3.11 | 12.34 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.15 | 4.46 |
| Energy | 5.26 | 6.38 |
| Industrials | 13.42 | 7.78 |
| Consumer Cyclical | 13.88 | 8.61 |
| Healthcare | 10.17 | 8.35 |
| Financial Services | 26.51 | 29.97 |
| Technology | 6.66 | 9.45 |
| Basic Materials | 7.36 | 9.27 |
| Consumer Defensive | 3.86 | 5.43 |
| Real Estate | 1.81 | 2.3 |
| Communication Services | 5.99 | 5.78 |
| Utilities | 0.92 | 2.23 |
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