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

Link copied to clipboard!

PGIM India Retirement Fund - Regular (G)

Invest Now

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

Invest Now

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)	₹92 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

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-0.98%	-0.8%
6 Month	12.57%	17.43%
1 Year	1.6%	-3.82%
3 Year	-	19.14%
5 Year	-	31.85%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	1.15%	2.01%
1 Year	11.73%	12.99%
3 Year	-	15.59%
5 Year	-	20.39%

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%	9.86%
3 Year	-	23.72%
5 Year	-	24.09%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.70%
Sharp	-	0.74%
Beta	-	0.76%
Alpha	-	-0.86%

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	7.99	5.08
Large Cap	36.69	-
Small Cap	27.66	87.57
Mid Cap	27.66	7.35

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	3.35	5.08
Energy	4.15	-
Consumer Defensive	6.53	-
Communication Services	4.84	7.98
Industrials	15.55	19.34
Consumer Cyclical	12.53	16.09
Healthcare	12.89	10.64
Financial Services	21.28	21.42
Basic Materials	10.83	11.61
Technology	5.6	5.91
Utilities	1.22	-
Real Estate	1.24	1.94