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

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PGIM India Retirement Fund - Regular (G)

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

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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)	₹96 Cr	₹37 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	Short Duration
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

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-1.73%	-2.01%
6 Month	-	-0.93%
1 Year	-0.83%	-4.27%
3 Year	-	18.26%
5 Year	-	27.11%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-1.71%	-1.72%
1 Year	6.68%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	8.74%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.86%
Sharp	-	0.75%
Beta	-	0.75%
Alpha	-	1.16%

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

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	12.97	4.53
Large Cap	33.7	-
Small Cap	27.06	88.85
Mid Cap	26.27	6.62

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	4.45	4.53
Energy	4.29	-
Consumer Defensive	6	-
Communication Services	4.81	7.98
Industrials	14.94	18.17
Consumer Cyclical	12.32	15.02
Healthcare	13.67	10.88
Financial Services	20.99	23.38
Basic Materials	10.05	11.74
Technology	5.98	6.18
Utilities	1.2	-
Real Estate	1.3	2.11