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)	₹96 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	-6.36%	-5.84%
6 Month	-9.25%	-9.49%
1 Year	1.27%	-0.13%
3 Year	-	17.58%
5 Year	-	24.15%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-7.51%	-6.5%
1 Year	-9.36%	-4.9%
3 Year	-	6.9%
5 Year	-	14.27%

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	5.97%	8.19%
3 Year	-	23.05%
5 Year	-	25.08%

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	18.98	2.65
Large Cap	31.98	0.96
Small Cap	22.38	90.17
Mid Cap	26.67	6.22

Scheme Name	PGIM India Retirement Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	5.5	2.65
Energy	4.52	-
Consumer Defensive	6.78	-
Communication Services	5.26	7.48
Industrials	12.13	20.43
Consumer Cyclical	11.39	17.38
Healthcare	13.2	10.59
Financial Services	21.82	21.91
Basic Materials	10.09	11.07
Technology	6.93	6.63
Utilities	1.18	-
Real Estate	1.19	1.87