PGIM India Small Cap Fund vs Canara Robeco Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1568 Cr | ₹1568 Cr | ₹12858 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 29 Jul 2021 | 29 Jul 2021 | 15 Feb 2019 |
| 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% | 3% |
| Expense Ratio | 2.07 | 2.07 | 1.7 |
| Manager | Puneet Pal | Puneet Pal | Shridatta Bhandwaldar |
| ISIN Code | INF663L01W30 | INF663L01W30 | INF760K01JF9 |
| 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 | Canara Robeco Small Cap Fund - Regular Plan - 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 3.09% | 3.09% | 2.35% |
| 6 Month | 15.29% | 15.29% | 11.2% |
| 1 Year | 2.46% | 2.46% | -3.33% |
| 3 Year | 14.34% | 14.34% | 16.54% |
| 5 Year | - | - | 27.8% |
SIP Return Analysis
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.65% | 0.65% | -0.62% |
| 1 Year | 11.25% | 11.25% | 5.57% |
| 3 Year | 13.13% | 13.13% | 11.82% |
| 5 Year | - | - | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 10.19% | 10.19% | 24.84% |
| 3 Year | 13.9% | 13.9% | 30.69% |
| 5 Year | - | - | 32.65% |
Risk Management
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 15.01% | 15.01% | 15.44% |
| Sharp | 0.46% | 0.46% | 0.62% |
| Beta | 0.71% | 0.71% | 0.78% |
| Alpha | -4.74% | -4.74% | -3.19% |
Fund Managers
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Puneet Pal | Puneet Pal | Shridatta Bhandwaldar |
| Total AUM | ₹20950 Cr | ₹20950 Cr | ₹69491 Cr |
| Funds Managed | 19 | 19 | 12 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 9.44 | 9.44 | 4.13 |
| Small Cap | 72.84 | 72.84 | 73.87 |
| Mid Cap | 16.61 | 16.61 | 14.99 |
| Large Cap | 1.1 | 1.1 | 7.01 |
Sector Allocation
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.56 | 2.56 | 2.97 |
| Consumer Defensive | 9.55 | 9.55 | 5.06 |
| Communication Services | 2.73 | 2.73 | 1.53 |
| Industrials | 17.39 | 17.39 | 22.79 |
| Consumer Cyclical | 15.86 | 15.86 | 15.81 |
| Financial Services | 11.77 | 11.77 | 22.43 |
| Utilities | 0 | 0 | 1.85 |
| Basic Materials | 16.06 | 16.06 | 9.2 |
| Technology | 6.15 | 6.15 | 3.15 |
| Healthcare | 17.16 | 17.16 | 13.1 |
| Real Estate | 0.78 | 0.78 | 2.12 |
| Energy | - | - | 0 |
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