PGIM India Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
Fund HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21432 Cr ₹398 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 12 Feb 2024
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 9.01% %
Expense Ratio 1.68 2.38
Manager Dhruv Muchhal Vinay Paharia
ISIN Code INF179KA1RT1 INF663L01X88
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 1.53% 2.7%
6 Month 20.52% 19.7%
1 Year 45.39% -
3 Year 26.17% -
5 Year 26.63% -

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
6 Month - -
1 Year 18.92% 5.83%
3 Year 50.79% 5.83%
5 Year 101.91% 5.83%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 27.86% 9.37%
3 Year 74.64% 9.37%
5 Year 110.02% 9.37%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 12.97% -
Sharp 1.37% -
Beta 0.96% -
Alpha 3.24% -

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
Name Dhruv Muchhal Vinay Paharia
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 10
HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

PGIM India Large and Mid Cap Fund - Regular (G)

Large Cap 49.85 50.49
Others 3.49 9.12
Mid Cap 34.39 35.41
Small Cap 12.27 4.98

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

PGIM India Large and Mid Cap Fund - Regular (G)

Banks 20.09 -
Others 2.51 7.06
IT - Software 7.09 -
Realty 2.19 -
Retailing 1.83 -
Finance 9.38 -
Petroleum Products 2.8 -
Pharmaceuticals & Biotechnology 8.21 -
Aerospace & Defense 2.87 -
Healthcare Services 2.45 -
Power 2.55 -
Construction 1.57 3.32
Insurance 2.48 3.62
Telecom - Services 2.16 -
Leisure Services 1.82 -
Cement & Cement Products 1.47 -
Ferrous Metals 1.34 -
Automobiles 3.09 -
Auto Components 4.17 -
Gas 1.44 -
Industrial Products 1.98 -
Diversified FMCG 0.81 -
Agricultural Food & other Products 0.6 -
Chemicals & Petrochemicals 2.06 -
Consumer Durables 2.77 -
Capital Markets 0.75 -
Personal Products 0.52 -
Industrial Manufacturing 1 -
Non - Ferrous Metals 0.48 -
Financial Technology (Fintech) 0.52 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Oil 0.77 -
Electrical Equipment 0.66 -
Transport Services 1.33 -
Commercial Services & Supplies 0.46 -
Entertainment 0.75 -
Fertilizers & Agrochemicals 1 -
Beverages 0.6 -
Textiles & Apparels 0.23 -
Telecom - Equipment & Accessories 0.21 -
IT - Services 0.08 -
Transport Infrastructure 0.06 -
Energy - 7.38
Financial - 18.13
Communication - 2.71
Technology - 5.79
Capital Goods - 8.78
Services - 13.34
Consumer Staples - 1.74
Materials - 3.42
Automobile - 8.07
Healthcare - 9.45
Chemicals - 2.58
Consumer Discretionary - 2.74
Diversified - 1.08
Textiles - 0.79

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