PGIM India Small Cap Fund vs Edelweiss 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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Edelweiss Small Cap Fund - Regular Plan - 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	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1634 Cr	₹1634 Cr	₹5297 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	07 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%	18%
Expense Ratio	2.07	2.07	1.84
Manager	Puneet Pal	Puneet Pal	Trideep Bhattacharya
ISIN Code	INF663L01W30	INF663L01W30	INF754K01JJ4
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	Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-3.17%	-3.17%	-2.94%
6 Month	4.45%	4.45%	1.54%
1 Year	-0.98%	-0.98%	-4.82%
3 Year	12.16%	12.16%	18.45%
5 Year	-	-	24.96%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	0.49%	0.49%	0.04%
1 Year	13.47%	13.47%	9.38%
3 Year	13.56%	13.56%	14.8%
5 Year	-	-	18.3%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	10.19%	10.19%	24.81%
3 Year	13.9%	13.9%	27.98%
5 Year	-	-	31.2%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.10%	15.10%	15.89%
Sharp	0.53%	0.53%	0.84%
Beta	0.72%	0.72%	0.79%
Alpha	-3.81%	-3.81%	0.18%

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Puneet Pal	Puneet Pal	Trideep Bhattacharya
Total AUM	₹20950 Cr	₹20950 Cr	₹0 Cr
Funds Managed	19	19	9
	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	10.81	10.81	2.2
Small Cap	72.59	72.59	74.36
Mid Cap	15.57	15.57	23.44
Large Cap	1.03	1.03	-

Scheme Name	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	3.37	3.37	1.8
Consumer Defensive	9.38	9.38	5.66
Communication Services	2.6	2.6	-
Industrials	16.81	16.81	15.38
Consumer Cyclical	17.04	17.04	18.62
Financial Services	11.83	11.83	21.14
Basic Materials	15.55	15.55	15.07
Technology	5.81	5.81	7.78
Healthcare	16.74	16.74	11.44
Real Estate	0.86	0.86	1.43
Utilities	-	-	0.97
Energy	-	-	0.73