PGIM India Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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) 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) ₹398 Cr ₹3441 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Feb 2024 01 Aug 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 2.38 2.01
Manager Vinay Paharia V Srivatsa
ISIN Code INF663L01X88 INF789F01869
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 1% if redeemed less than 1 year/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 2.7% -5.17%
6 Month 19.7% 15.14%
1 Year - 47.19%
3 Year - 20.63%
5 Year - 24.12%

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 - -
1 Year 5.83% 20.28%
3 Year 5.83% 48.68%
5 Year 5.83% 94.84%

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 - 9.07%
3 Year - 8.85%
5 Year - 10.57%

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 - 1.18%
Beta - 0.93%
Alpha - 3.01%

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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 9.12 1.84
Large Cap 50.49 44.52
Mid Cap 35.41 36.43
Small Cap 4.98 11.62

Sector Allocation

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 7.06 0.11
Financial 18.13 -
Energy 7.38 -
Materials 3.42 -
Technology 5.79 -
Construction 3.32 2.05
Healthcare 9.45 -
Insurance 3.62 4.7
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 -
Automobiles - 3.96
Telecom - Services - 4.43
Petroleum Products - 2.77
IT - Software - 9.17
Cement & Cement Products - 1.97
Pharmaceuticals & Biotechnology - 7.43
Transport Services - 2.93
Non - Ferrous Metals - 0.85
Banks - 22.13
Healthcare Services - 1.17
Gas - 2.61
Diversified FMCG - 3.51
Fertilizers & Agrochemicals - 1.65
Diversified Metals - 1.27
Realty - 1.61
Ferrous Metals - 1.14
Oil - 1.32
Capital Markets - 1.54
Consumer Durables - 1.24
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Auto Components - 1.66
Chemicals & Petrochemicals - 0.8
Personal Products - 1.58
Finance - 3.75
Power - 1.21
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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