PGIM India Large Cap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Fund | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹52830 Cr | ₹593 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2006 | 30 Jan 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | NIFTY 100 TRI |
Turn Over | 15% | 34% |
Expense Ratio | 1.5 | 2.38 |
Manager | Pradeep Kesavan | Bhupesh Kalyani |
ISIN Code | INF200K01180 | INF663L01GW4 |
Exits Load | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Month | 0.39% | 0.51% |
6 Month | 8.9% | 9.23% |
1 Year | 0.36% | 1.54% |
3 Year | 15.27% | 13.68% |
5 Year | 18.96% | 15.05% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 1.3% | 1.64% |
1 Year | 10.49% | 11.35% |
3 Year | 12.7% | 10.94% |
5 Year | 13.3% | 10.99% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 12.54% | 14.43% |
3 Year | 12.64% | 12.17% |
5 Year | 13.6% | 12.64% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 11.31% | 11.95% |
Sharp | 0.75% | 0.51% |
Beta | 0.89% | 0.95% |
Alpha | 0.77% | -1.89% |
Fund Managers
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Bhupesh Kalyani |
Total AUM | ₹434274 Cr | ₹2742 Cr |
Funds Managed | 43 | 13 |
SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.5 | 6.02 |
Large Cap | 84.73 | 81.37 |
Small Cap | 1.62 | - |
Mid Cap | 12.15 | 12.6 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.5 | 2.6 |
Energy | 7.51 | 7.85 |
Technology | 5.42 | 9.38 |
Industrials | 7.53 | 10.4 |
Basic Materials | 11.12 | 3.58 |
Consumer Cyclical | 13.36 | 15.95 |
Consumer Defensive | 11.63 | 6.29 |
Financial Services | 32.67 | 31.02 |
Healthcare | 5.68 | 5.45 |
Utilities | 0.96 | 1.74 |
Communication Services | 2.63 | 4.52 |
Real Estate | - | 1.22 |
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