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)	₹97 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	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	-1.44%	1.05%
6 Month	-4.81%	-3.12%
1 Year	1.21%	2.01%
3 Year	-	19.74%
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
6 Month	-2.72%	-0.39%
1 Year	1.23%	8.66%
3 Year	-	11.11%
5 Year	-	16.56%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	6.1%	8.2%
3 Year	-	23.07%
5 Year	-	25.12%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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	3.75	4.39
Large Cap	42.35	-
Small Cap	27.15	88.98
Mid Cap	26.75	6.63

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	3.75	4.39
Petroleum Products	4.49	-
Food Products	2.9	-
IT - Services	1.92	-
Construction	0.9	-
Retailing	4.52	-
Healthcare Services	4.04	-
Banks	10.61	-
Pharmaceuticals & Biotechnology	8.36	-
Chemicals & Petrochemicals	5.19	-
Electrical Equipment	1.39	-
Auto Components	4.47	-
IT - Software	3.64	-
Aerospace & Defense	1.6	-
Consumer Durables	6.36	-
Other Consumer Services	0.81	-
Commercial Services & Supplies	1.46	-
Transport Services	2.98	-
Industrial Products	2.47	-
Insurance	2.14	-
Capital Markets	4.65	-
Financial Technology (Fintech)	1.02	-
Fertilizers & Agrochemicals	2.46	-
Beverages	2.18	-
Finance	2.76	-
Household Products	0.89	-
Personal Products	0.84	-
Telecom - Services	3.72	-
Cement & Cement Products	2.1	-
Automobiles	0.97	-
Power	1.17	-
Realty	1.25	-
Leisure Services	0.46	-
Transport Infrastructure	0.89	-
Textiles & Apparels	0.64	-
Communication Services	-	7.11
Basic Materials	-	10.79
Financial Services	-	22.32
Technology	-	6.62
Consumer Cyclical	-	14.97
Healthcare	-	10.92
Industrials	-	21.01
Real Estate	-	1.87