Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon 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) ₹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 6.76% 5.57%
6 Month -2.69% -11.81%
1 Year 12.08% 1.21%
3 Year - 18.59%
5 Year - 36.12%

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 1.33% -3.93%
1 Year -0.26% -15.78%
3 Year - 11.73%
5 Year - 21.21%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns15.69%

VS

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

3Y Returns13.19%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns23.17%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns21.27%

Compare Now

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.85%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.84%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns7.26%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns7.69%

Compare Now
Add to Cart Successfully