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

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

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.7%	6.2%
6 Month	19.7%	30.44%
1 Year	-	48.34%
3 Year	-	23.48%
5 Year	-	25.74%

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%

Scheme Name	PGIM India Large and Mid Cap Fund - Regular (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	9.37%	26.93%
3 Year	9.37%	69.55%
5 Year	9.37%	104.13%

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	-	1.22%
Beta	-	0.93%
Alpha	-	2.82%

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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

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

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