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) | ₹52421 Cr | ₹604 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 | 2.88% | 3.11% |
6 Month | 12.57% | 14.21% |
1 Year | 0.18% | -1.88% |
3 Year | 13.43% | 11.84% |
5 Year | 19.07% | 15.4% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 3.26% | 3.74% |
1 Year | 10.56% | 11.94% |
3 Year | 13.42% | 11.72% |
5 Year | 13.84% | 11.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 12.73% | 14.66% |
3 Year | 12.54% | 12.17% |
5 Year | 13.52% | 12.58% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 11.31% | 12.16% |
Sharp | 0.64% | 0.42% |
Beta | 0.89% | 0.95% |
Alpha | 0.99% | -1.43% |
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 | 4.7 | 5.42 |
Large Cap | 81.92 | 82 |
Small Cap | 1.59 | - |
Mid Cap | 11.79 | 12.58 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 4.7 | 2.03 |
Energy | 7.6 | 7.93 |
Technology | 4.95 | 9.21 |
Industrials | 7.09 | 10.33 |
Basic Materials | 11.04 | 3.49 |
Consumer Cyclical | 12.69 | 14.51 |
Consumer Defensive | 9.84 | 6.43 |
Financial Services | 33.12 | 31.84 |
Healthcare | 5.37 | 6.71 |
Utilities | 0.97 | 1.75 |
Real Estate | 0 | 1.26 |
Communication Services | 2.64 | 4.52 |
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