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) | ₹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% |
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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 |
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