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 | 1.42% | 0.65% |
| 6 Month | 5.51% | 4.16% |
| 1 Year | 4.52% | 5.74% |
| 3 Year | 13.54% | 11.43% |
| 5 Year | 17.65% | 13.98% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.87% | 1.42% |
| 1 Year | 11.65% | 10.39% |
| 3 Year | 12.48% | 10.3% |
| 5 Year | 13.02% | 10.51% |
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% | 11.77% |
| Sharp | 0.75% | 0.47% |
| Beta | 0.89% | 0.94% |
| Alpha | 0.77% | -2.30% |
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 | 3.06 | 6.71 |
| Large Cap | 83.58 | 81.25 |
| Small Cap | 1.7 | - |
| Mid Cap | 11.66 | 12.04 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 3.06 | 3.68 |
| Energy | 7.49 | 7.93 |
| Technology | 5.47 | 8.84 |
| Industrials | 7.57 | 10.7 |
| Basic Materials | 11.02 | 3.48 |
| Consumer Cyclical | 13.83 | 16.13 |
| Consumer Defensive | 9.45 | 6.11 |
| Financial Services | 32.91 | 30.3 |
| Healthcare | 5.64 | 5.3 |
| Utilities | 0.97 | 1.82 |
| Communication Services | 2.6 | 4.52 |
| Real Estate | - | 1.19 |
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