Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 3.25% 3.02%
6 Month -2.65% -6.68%
1 Year 12.21% 10.37%
3 Year - 14.01%
5 Year - 24.17%

SIP Return Analysis

Scheme Name PGIM India Large and Mid Cap Fund - Regular (G) Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 1.18% -0.78%
1 Year 0.47% -5.4%
3 Year - 15.01%
5 Year - 16.66%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.25%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns11.35%

Compare Now

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns11.45%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns22.39%

Compare Now

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns12.16%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns7.98%

Compare Now

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns7.34%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns9.41%

Compare Now
Add to Cart Successfully