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) | ₹55637 Cr | ₹609 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 | 0.96% | 0.5% |
| 6 Month | 4.54% | 4.07% |
| 1 Year | 5.32% | 4.17% |
| 3 Year | 13.84% | 11.2% |
| 5 Year | 15.43% | 12.34% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.03% | 2.32% |
| 1 Year | 15.08% | 13.5% |
| 3 Year | 13.09% | 10.91% |
| 5 Year | 13.31% | 10.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.41% | 14.09% |
| 3 Year | 12.74% | 12.19% |
| 5 Year | 13.74% | 12.73% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.25% | 11.66% |
| Sharp | 0.62% | 0.41% |
| Beta | 0.90% | 0.94% |
| Alpha | 0.02% | -2.40% |
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 | 5.27 | 8.12 |
| Large Cap | 82.12 | 79.59 |
| Small Cap | 1.27 | - |
| Mid Cap | 11.34 | 12.29 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 5.26 | 2.47 |
| Energy | 7.88 | 8.41 |
| Technology | 5.66 | 9.65 |
| Industrials | 7.47 | 10.68 |
| Basic Materials | 11.22 | 3.94 |
| Consumer Cyclical | 13.39 | 15.09 |
| Consumer Defensive | 8.9 | 5.87 |
| Financial Services | 30.57 | 31.04 |
| Healthcare | 5.94 | 4.94 |
| Utilities | 0.97 | 1.75 |
| Communication Services | 2.74 | 4.81 |
| Real Estate | - | 1.34 |
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