PGIM India Small Cap Fund vs Axis Small Cap Fund compare

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Fund	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1413 Cr	₹1413 Cr	₹23139 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹1000	₹1000	₹100
Min Addl Investment	₹1000	₹1000	₹100
Launch Date	29 Jul 2021	29 Jul 2021	29 Nov 2013
Category	Small Cap	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	119%	119%	5%
Expense Ratio	2.07	2.07	1.61
Manager	Puneet Pal	Puneet Pal	Shreyash Devalkar
ISIN Code	INF663L01W30	INF663L01W30	INF846K01K01
Exits Load	PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
1 Month	5.74%	5.74%	6.15%
6 Month	-4.92%	-4.92%	-3.34%
1 Year	4.96%	4.96%	8.15%
3 Year	17.56%	17.56%	23.97%
5 Year	-	-	31.16%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
6 Month	9.62%	9.62%	10.15%
1 Year	5.99%	5.99%	9.99%
3 Year	14.74%	14.74%	20.29%
5 Year	-	-	22.31%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
1 Year	11.51%	11.51%	18.22%
3 Year	12.63%	12.63%	19.38%
5 Year	-	-	19.81%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Standard Deviation	16.654%	16.654%	11.78%
Sharp	0.213%	0.213%	1.04%
Beta	0.772%	0.772%	0.69%
Alpha	-6.132%	-6.132%	1.72%

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Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Name	Puneet Pal	Puneet Pal	Shreyash Devalkar
Total AUM	₹20950 Cr	₹20950 Cr	₹166770 Cr
Funds Managed	19	19	14
	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Others	3.55	3.55	13.25
Small Cap	78.25	78.25	66.54
Mid Cap	18.2	18.2	16.2
Large Cap	-	-	3.96

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Others	4.39	4.39	13.25
Consumer Defensive	7.82	7.82	-
Communication Services	2.91	2.91	-
Industrials	21.18	21.18	-
Consumer Cyclical	12.7	12.7	-
Financial Services	11.38	11.38	-
Utilities	0.69	0.69	-
Real Estate	1.94	1.94	-
Basic Materials	16.05	16.05	-
Healthcare	15.98	15.98	-
Technology	4.96	4.96	-
Gas	-	-	0.53
Capital Markets	-	-	5.79
Auto Components	-	-	5.57
IT - Services	-	-	1.43
Pharmaceuticals & Biotechnology	-	-	4.24
Retailing	-	-	0.62
Banks	-	-	4.44
Non - Ferrous Metals	-	-	0.38
Healthcare Services	-	-	7.08
Chemicals & Petrochemicals	-	-	7.42
Paper, Forest & Jute Products	-	-	0.19
IT - Software	-	-	3.11
Construction	-	-	2.55
Electrical Equipment	-	-	1.56
Aerospace & Defense	-	-	1.6
Transport Services	-	-	0.19
Textiles & Apparels	-	-	0.67
Agricultural Food & other Products	-	-	2.75
Industrial Products	-	-	5.84
Consumer Durables	-	-	6.02
Finance	-	-	7.7
Realty	-	-	4.66
Agricultural, Commercial & Construction Vehicles	-	-	0.14
Household Products	-	-	1.31
Financial Technology (Fintech)	-	-	1.67
Leisure Services	-	-	1.68
Food Products	-	-	1.29
Cement & Cement Products	-	-	1.84
Industrial Manufacturing	-	-	2.59
Commercial Services & Supplies	-	-	0.54
Cigarettes & Tobacco Products	-	-	0.24
Beverages	-	-	0.58
Insurance	-	-	0.48