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) | ₹55879 Cr | ₹598 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 | -1.37% | -3.17% |
| 6 Month | 1.92% | -0.79% |
| 1 Year | 9.95% | 6.58% |
| 3 Year | 14.72% | 11.33% |
| 5 Year | 14.74% | 10.95% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | -0.89% | -4.06% |
| 1 Year | 4.46% | -1.91% |
| 3 Year | 10.04% | 6.33% |
| 5 Year | 11.8% | 8.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.27% | 13.98% |
| 3 Year | 12.83% | 12.17% |
| 5 Year | 13.8% | 12.69% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 11.54% |
| Sharp | 0.8% | 0.55% |
| Beta | 0.88% | 0.92% |
| Alpha | 0.85% | -1.96% |
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 | 8.95 | 11.03 |
| Large Cap | 79.55 | 76.54 |
| Small Cap | 1.15 | - |
| Mid Cap | 10.34 | 12.43 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 4.28 | 2.47 |
| Energy | 6.96 | 9.05 |
| Technology | 5.73 | 9.55 |
| Industrials | 7.61 | 6.75 |
| Basic Materials | 10.97 | 4.85 |
| Consumer Cyclical | 13.87 | 15.96 |
| Consumer Defensive | 8.64 | 5.78 |
| Financial Services | 32.78 | 31.88 |
| Healthcare | 5.51 | 5.87 |
| Utilities | 0.89 | 1.75 |
| Communication Services | 2.75 | 5.03 |
| Real Estate | - | 1.06 |
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