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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 | 1.55% | 1.55% | 1.71% |
| 6 Month | -9.8% | -9.8% | -6.36% |
| 1 Year | 1.55% | 1.55% | 6.88% |
| 3 Year | 9.73% | 9.73% | 16.91% |
| 5 Year | - | - | 29.28% |
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 | -1.42% | -1.42% | -0.34% |
| 1 Year | -8.4% | -8.4% | -4.54% |
| 3 Year | 11.19% | 11.19% | 17.18% |
| 5 Year | - | - | 21.33% |
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% | 0.59% |
| Beta | 0.772% | 0.772% | 0.69% |
| Alpha | -6.132% | -6.132% | 1.2% |
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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 | 14 |
| Small Cap | 78.25 | 78.25 | 64.45 |
| Mid Cap | 18.2 | 18.2 | 17.51 |
| Large Cap | - | - | 4.05 |
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 | 13.78 |
| Consumer Defensive | 7.82 | 7.82 | 4.76 |
| Communication Services | 2.91 | 2.91 | 0.81 |
| Industrials | 21.18 | 21.18 | 18.4 |
| Consumer Cyclical | 12.7 | 12.7 | 10.55 |
| Financial Services | 11.38 | 11.38 | 17.17 |
| Utilities | 0.69 | 0.69 | 0.54 |
| Real Estate | 1.94 | 1.94 | 4.85 |
| Basic Materials | 16.05 | 16.05 | 10.58 |
| Healthcare | 15.98 | 15.98 | 11.43 |
| Technology | 4.96 | 4.96 | 7.13 |
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