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PGIM India Small Cap Fund vs Edelweiss Small Cap Fund compare
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
Chart Comparison
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) | ₹1583 Cr | ₹1583 Cr | ₹4980 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 |
Trailing Lumpsum Returns
| 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 | -2.02% | -2.02% | -3.01% |
| 6 Month | 20.41% | 20.41% | 17.7% |
| 1 Year | -0.93% | -0.93% | -4.6% |
| 3 Year | 13.27% | 13.27% | 19.62% |
| 5 Year | - | - | 27.88% |
SIP Return Analysis
| 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 | 4.62% | 4.62% | 2.17% |
| 1 Year | 8.8% | 8.8% | 2.21% |
| 3 Year | 14.23% | 14.23% | 16.42% |
| 5 Year | - | - | 20.28% |
Rolling Lumpsum Returns
| 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 | 10.58% | 10.58% | 27.09% |
| 3 Year | 13.84% | 13.84% | 28.8% |
| 5 Year | - | - | 32.52% |
Risk Management
| 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 | 15.14% | 15.14% | 15.78% |
| Sharp | 0.62% | 0.62% | 0.95% |
| Beta | 0.72% | 0.72% | 0.80% |
| Alpha | -4.29% | -4.29% | -0.04% |
Fund Managers
| 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 |
Market Cap
| 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 | 5.9 | 5.9 | 2.98 |
| Small Cap | 76.15 | 76.15 | 72.62 |
| Mid Cap | 17.96 | 17.96 | 24.4 |
Sector Allocation
| 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 | 2.81 | 2.81 | 2.87 |
| Consumer Defensive | 9.93 | 9.93 | 5.17 |
| Communication Services | 2.72 | 2.72 | - |
| Industrials | 19.01 | 19.01 | 16.64 |
| Consumer Cyclical | 15.32 | 15.32 | 19.88 |
| Financial Services | 11.65 | 11.65 | 17.79 |
| Utilities | 0.56 | 0.56 | 0.89 |
| Basic Materials | 17.4 | 17.4 | 16.47 |
| Technology | 3.46 | 3.46 | 7.78 |
| Healthcare | 16.26 | 16.26 | 10.62 |
| Real Estate | 0.87 | 0.87 | 1.21 |
| Energy | - | - | 0.68 |
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