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PGIM India Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
PGIM India Large and Mid Cap Fund - Regular (G)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹602 Cr | ₹4047 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Feb 2024 | 30 Jul 2005 |
| 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 | % | 32% |
| Expense Ratio | 2.33 | 1.9 |
| Manager | Vinay Paharia | V Srivatsa |
| ISIN Code | INF663L01X88 | INF789F01869 |
| 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 | UTI Large & 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) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.88% | -3.36% |
| 6 Month | -11.4% | -13.64% |
| 1 Year | 5.37% | 7.88% |
| 3 Year | - | 19.33% |
| 5 Year | - | 24.37% |
SIP Return Analysis
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -8.78% | -9.76% |
| 1 Year | -13.62% | -13.96% |
| 3 Year | - | 17.07% |
| 5 Year | - | 20.22% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 9.5% |
| 3 Year | - | 9.15% |
| 5 Year | - | 10.86% |
Risk Management
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.33% |
| Sharp | - | 0.82% |
| Beta | - | 0.93% |
| Alpha | - | 3.15% |
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Fund Managers
| Scheme Name | PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Paharia | V Srivatsa |
| Total AUM | ₹0 Cr | ₹7921 Cr |
| Fund Manage | 10 | 3 |
| PGIM India Large and Mid Cap Fund - Regular (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.78322 | 5.61898 |
| Large Cap | 50.22756 | 44.64286 |
| Mid Cap | 39.15324 | 37.19235 |
| Small Cap | 4.836 | 12.54577 |
Sector Allocation
| Scheme Name |
PGIM India Large and Mid Cap Fund - Regular (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.78322 | 3.43749 |
| Energy | 4.59144 | 2.44309 |
| Industrials | 12.98238 | 6.01627 |
| Consumer Cyclical | 14.07981 | 11.34252 |
| Healthcare | 9.98958 | 6.81646 |
| Financial Services | 22.14976 | 33.24515 |
| Technology | 10.70117 | 8.04425 |
| Basic Materials | 7.99194 | 11.44751 |
| Consumer Defensive | 3.82645 | 6.43245 |
| Real Estate | 0.68982 | 2.42189 |
| Communication Services | 6.12888 | 6.28556 |
| Utilities | 1.08557 | 2.06732 |
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