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PGIM India Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon PGIM India Retirement Fund - Regular (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹73 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 4.1% 4.27%
6 Month -1.13% -10.4%
1 Year 10.75% -1.2%
3 Year - 16.23%
5 Year - 35%

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 2.29% -0.42%
1 Year 1.7% -9.45%
3 Year - 14.97%
5 Year - 23.51%

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 - 15.19%
3 Year - 24.65%
5 Year - 21.83%

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 - 17.089%
Sharp - 0.604%
Beta - 0.806%
Alpha - 0.237%

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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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