PGIM India Small Cap Fund vs Axis Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Axis Small Cap Fund Regular Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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 | 5.25% | 5.25% | 5.67% |
6 Month | -1.49% | -1.49% | 0.95% |
1 Year | 7.94% | 7.94% | 12.19% |
3 Year | 15.46% | 15.46% | 22.31% |
5 Year | - | - | 31.91% |
SIP Return Analysis
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 | 4.35% | 4.35% | 4.74% |
1 Year | -0.64% | -0.64% | 2.8% |
3 Year | 13.58% | 13.58% | 19.13% |
5 Year | - | - | 22.03% |
Rolling Lumpsum Returns
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 | 14.05% | 14.05% | 18.9% |
3 Year | 13.85% | 13.85% | 19.99% |
5 Year | - | - | 19.66% |
Risk Management
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% | 0.74% |
Beta | 0.772% | 0.772% | 0.68% |
Alpha | -6.132% | -6.132% | 1.93% |
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Fund Managers
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 |
Market Cap
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 | 13.29 |
Small Cap | 78.25 | 78.25 | 65.49 |
Mid Cap | 18.2 | 18.2 | 17.37 |
Large Cap | - | - | 3.89 |
Sector Allocation
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 | 13.29 |
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 | - | - | 0.56 |
Auto Components | - | - | 6.05 |
IT - Services | - | - | 1.51 |
Pharmaceuticals & Biotechnology | - | - | 4.47 |
Retailing | - | - | 0.59 |
Banks | - | - | 4.28 |
Non - Ferrous Metals | - | - | 0.43 |
Healthcare Services | - | - | 7.19 |
Chemicals & Petrochemicals | - | - | 7.5 |
IT - Software | - | - | 3.57 |
Paper, Forest & Jute Products | - | - | 0.2 |
Construction | - | - | 2.43 |
Electrical Equipment | - | - | 1.47 |
Aerospace & Defense | - | - | 1.27 |
Transport Services | - | - | 0.2 |
Textiles & Apparels | - | - | 0.59 |
Capital Markets | - | - | 4.97 |
Agricultural Food & other Products | - | - | 2.64 |
Industrial Products | - | - | 6.16 |
Consumer Durables | - | - | 6.89 |
Finance | - | - | 7.33 |
Realty | - | - | 4.65 |
Agricultural, Commercial & Construction Vehicles | - | - | 0.13 |
Household Products | - | - | 1.34 |
Financial Technology (Fintech) | - | - | 1.67 |
Leisure Services | - | - | 1.66 |
Food Products | - | - | 1.3 |
Cement & Cement Products | - | - | 1.91 |
Industrial Manufacturing | - | - | 2.38 |
Commercial Services & Supplies | - | - | 0.55 |
Cigarettes & Tobacco Products | - | - | 0.22 |
Beverages | - | - | 0.16 |
Insurance | - | - | 0.48 |
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