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) | ₹1568 Cr | ₹1568 Cr | ₹4921 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 | -0.61% | -0.61% | -1.69% |
6 Month | 17.55% | 17.55% | 13.71% |
1 Year | -1.91% | -1.91% | -6.21% |
3 Year | 14.21% | 14.21% | 19.91% |
5 Year | - | - | 28.31% |
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 | 4.14% | 4.14% | 1.1% |
1 Year | 17.06% | 17.06% | 8.41% |
3 Year | 15.34% | 15.34% | 16.17% |
5 Year | - | - | 19.4% |
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 | 10.19% | 10.19% | 26.11% |
3 Year | 13.9% | 13.9% | 28.51% |
5 Year | - | - | 32.22% |
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 | 15.01% | 15.01% | 15.87% |
Sharp | 0.46% | 0.46% | 0.81% |
Beta | 0.71% | 0.71% | 0.80% |
Alpha | -4.74% | -4.74% | -0.32% |
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 | 8.46 | 8.46 | 3.21 |
Small Cap | 74 | 74 | 71.89 |
Mid Cap | 17.53 | 17.53 | 24.9 |
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 | 2.84 | 2.84 | 3.1 |
Consumer Defensive | 10.02 | 10.02 | 5.95 |
Communication Services | 2.69 | 2.69 | - |
Industrials | 17.58 | 17.58 | 15.29 |
Consumer Cyclical | 15.08 | 15.08 | 21.24 |
Financial Services | 11.66 | 11.66 | 17.07 |
Utilities | 0.5 | 0.5 | 1.03 |
Basic Materials | 16.73 | 16.73 | 15.73 |
Technology | 5.85 | 5.85 | 8.21 |
Healthcare | 16.26 | 16.26 | 10.65 |
Real Estate | 0.81 | 0.81 | 1.13 |
Energy | - | - | 0.62 |
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