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PGIM India Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
PGIM India Retirement Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹84 Cr | ₹36 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Apr 2024 | 03 Oct 2017 |
| Category | Retirement Funds | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 2.31 | 1.42 |
| Manager | Vinay Paharia | Dwijendra Srivastava |
| ISIN Code | INF663L01Y46 | INF903JA1AX5 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.07% | 6.23% |
| 6 Month | 4.6% | 3.71% |
| 1 Year | 10.34% | 3.99% |
| 3 Year | - | 26.52% |
| 5 Year | - | 36.34% |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 12% | 15.61% |
| 1 Year | 17.32% | 16.91% |
| 3 Year | - | 21.15% |
| 5 Year | - | 25.75% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.69% | 12.13% |
| 3 Year | - | 23.88% |
| 5 Year | - | 22.95% |
Risk Management
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.53% |
| Sharp | - | 0.91% |
| Beta | - | 0.77% |
| Alpha | - | 0.16% |
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Fund Managers
| Scheme Name | PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Vinay Paharia | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 10 | 14 |
| PGIM India Retirement Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 4.21 | 3.78 |
| Large Cap | 42.58 | - |
| Small Cap | 26.47 | 89.41 |
| Mid Cap | 26.75 | 6.81 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 4.21 | 3.78 |
| Energy | 3.86 | - |
| Consumer Defensive | 5.38 | - |
| Communication Services | 4.7 | 6.75 |
| Industrials | 16.17 | 21.35 |
| Consumer Cyclical | 10.65 | 14.43 |
| Healthcare | 11.56 | 9.26 |
| Financial Services | 20.86 | 21.82 |
| Basic Materials | 11.04 | 12.61 |
| Technology | 9.48 | 7.53 |
| Utilities | 1.59 | - |
| Real Estate | 0.5 | 2.46 |
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