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) ₹23485 Cr ₹559 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 1.66 2.35
Manager Dhruv Muchhal Vinay Paharia
ISIN Code INF179KA1RT1 INF663L01X88
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./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 -4.35% -5.28%
6 Month -5.41% -2.92%
1 Year 11.52% -
3 Year 18.52% -
5 Year 21.44% -

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 1.46% -
3 Year 21.77% -
5 Year 24.45% -

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 14.01% -
3 Year 10.73% -
5 Year 11.31% -

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)

Others 1.31 9.12
Large Cap 49.45 50.49
Small Cap 12.2 4.98
Mid Cap 37.04 35.41

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

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

Others 1.31 7.06
Telecom - Services 2.22 -
Petroleum Products 2.61 -
IT - Software 8.83 -
Auto Components 4.16 -
Construction 1.62 3.32
Pharmaceuticals & Biotechnology 9.22 -
IT - Services 0.07 -
Industrial Manufacturing 0.9 -
Cement & Cement Products 1.18 -
Finance 8.81 -
Healthcare Services 3.08 -
Banks 18.76 -
Retailing 2.21 -
Diversified FMCG 1.06 -
Non - Ferrous Metals 0.72 -
Realty 1.73 -
Agricultural, Commercial & Construction Vehicles 1.58 -
Chemicals & Petrochemicals 1.98 -
Leisure Services 1.76 -
Automobiles 3.3 -
Aerospace & Defense 2.31 -
Electrical Equipment 0.53 -
Ferrous Metals 1.1 -
Fertilizers & Agrochemicals 1.03 -
Telecom - Equipment & Accessories 0.17 -
Consumer Durables 2.53 -
Insurance 3.09 3.62
Personal Products 0.49 -
Transport Services 1.5 -
Industrial Products 1.45 -
Gas 1.35 -
Beverages 0.55 -
Entertainment 0.64 -
Agricultural Food & other Products 0.52 -
Oil 0.69 -
Capital Markets 0.99 -
Financial Technology (Fintech) 0.6 -
Power 2.68 -
Commercial Services & Supplies 0.39 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.05 -
Financial - 18.13
Energy - 7.38
Materials - 3.42
Technology - 5.79
Healthcare - 9.45
Services - 13.34
Capital Goods - 8.78
Automobile - 8.07
Consumer Staples - 1.74
Consumer Discretionary - 2.74
Communication - 2.71
Chemicals - 2.58
Diversified - 1.08
Textiles - 0.79

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