PGIM India Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
PGIM India Large and Mid Cap Fund - Regular (G)
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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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