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PGIM India Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
Fund PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹602 Cr ₹6470 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Feb 2024 27 Feb 2007
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 % 25%
Expense Ratio 2.33 1.85
Manager Vinay Paharia Ashish Aggarwal
ISIN Code INF663L01X88 INF903J01DT1
Exits Load 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 Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 5.64% 7.21%
6 Month -9.94% -12.8%
1 Year 7.05% 5.18%
3 Year - 12.25%
5 Year - 25.32%

SIP Return Analysis

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -3.21% -5.62%
1 Year -4.07% -9.22%
3 Year - 14.35%
5 Year - 16.63%

Rolling Lumpsum Returns

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year - 11.53%
3 Year - 14.16%
5 Year - 12.49%

Risk Management

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation - 14.877%
Sharp - 0.357%
Beta - 0.998%
Alpha - -1.131%

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Fund Managers

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
Name Vinay Paharia Ashish Aggarwal
Total AUM ₹0 Cr ₹9635 Cr
Funds Managed 10 7
PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.78 3.47
Large Cap 50.23 52.13
Mid Cap 39.15 35.95
Small Cap 4.84 8.46

Sector Allocation

Scheme Name

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

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.78 3.47
Energy 4.59 6.53
Industrials 12.98 12.24
Consumer Cyclical 14.08 16.44
Healthcare 9.99 9.93
Financial Services 22.15 23.3
Technology 10.7 7.5
Basic Materials 7.99 4.8
Consumer Defensive 3.83 5.14
Real Estate 0.69 2.54
Communication Services 6.13 5.74
Utilities 1.09 2.39

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