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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) | ₹91 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 | 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 | 2.61% | 2.47% |
| 6 Month | 17.74% | 23.07% |
| 1 Year | 2.18% | -0.92% |
| 3 Year | - | 18% |
| 5 Year | - | 32.78% |
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 | 4.2% | 5.87% |
| 1 Year | 14.15% | 14.86% |
| 3 Year | - | 17.27% |
| 5 Year | - | 21.9% |
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 | 10.52% | 10.71% |
| 3 Year | - | 24.04% |
| 5 Year | - | 23.32% |
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 | - | 15.72% |
| Sharp | - | 0.72% |
| Beta | - | 0.76% |
| Alpha | - | -0.54% |
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 | 5.53 | 5.18 |
| Large Cap | 37.53 | - |
| Small Cap | 28.29 | 87.54 |
| Mid Cap | 28.65 | 7.28 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 5.18 |
| Energy | 4.25 | - |
| Consumer Defensive | 6.75 | - |
| Communication Services | 4.95 | 7.61 |
| Industrials | 15.91 | 19.08 |
| Consumer Cyclical | 10.97 | 15.39 |
| Healthcare | 13.14 | 10.23 |
| Financial Services | 22.23 | 23.21 |
| Basic Materials | 10.76 | 11.9 |
| Technology | 5.51 | 5.35 |
| Utilities | 1.26 | - |
| Real Estate | 1.29 | 2.04 |
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