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PGIM India Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
PGIM India Retirement Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
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 |
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 | -1.65% | -2.57% |
| 6 Month | 0.08% | 0.79% |
| 1 Year | -0.33% | -3.17% |
| 3 Year | - | 17.66% |
| 5 Year | - | 27.65% |
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 | -0.92% | -0.93% |
| 1 Year | 7.19% | 10.05% |
| 3 Year | - | 12.54% |
| 5 Year | - | 17.68% |
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 | 8.74% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
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 | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
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 | 12.97 | 4.53 |
| Large Cap | 33.7 | - |
| Small Cap | 27.06 | 88.85 |
| Mid Cap | 26.27 | 6.62 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 4.45 | 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 |
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