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) | ₹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 | 3.87% | 3.61% |
6 Month | - | -4.21% |
1 Year | 10.06% | 10.61% |
3 Year | - | 21.2% |
5 Year | - | 28.33% |
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 | 2.06% | 1.09% |
1 Year | 0.68% | -2.25% |
3 Year | - | 21.37% |
5 Year | - | 22.07% |
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 | - | 0.81% |
Beta | - | 0.92% |
Alpha | - | 3.15% |
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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 | 5.62 |
Large Cap | 50.23 | 44.64 |
Mid Cap | 39.15 | 37.19 |
Small Cap | 4.84 | 12.55 |
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 | 3.44 |
Energy | 4.59 | 2.44 |
Industrials | 12.98 | 6.02 |
Consumer Cyclical | 14.08 | 11.34 |
Healthcare | 9.99 | 6.82 |
Financial Services | 22.15 | 33.25 |
Technology | 10.7 | 8.04 |
Basic Materials | 7.99 | 11.45 |
Consumer Defensive | 3.83 | 6.43 |
Real Estate | 0.69 | 2.42 |
Communication Services | 6.13 | 6.29 |
Utilities | 1.09 | 2.07 |
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