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PGIM India Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹1413 Cr | ₹1413 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 03 Apr 2008 | 29 Jul 2021 | 29 Jul 2021 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 119% | 119% |
| Expense Ratio | 1.57 | 2.07 | 2.07 |
| Manager | Dhruv Muchhal | Puneet Pal | Puneet Pal |
| ISIN Code | INF179KA1RZ8 | INF663L01W30 | INF663L01W30 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.35% | 1.55% | 1.55% |
| 6 Month | -10.48% | -9.8% | -9.8% |
| 1 Year | -2.4% | 1.55% | 1.55% |
| 3 Year | 19.3% | 9.73% | 9.73% |
| 5 Year | 33.59% | - | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -2.12% | -1.42% | -1.42% |
| 1 Year | -10.97% | -8.4% | -8.4% |
| 3 Year | 16.34% | 11.19% | 11.19% |
| 5 Year | 22.69% | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 17.52% | 14.05% | 14.05% |
| 3 Year | 19.66% | 13.85% | 13.85% |
| 5 Year | 16.96% | - | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 16.223% | 16.654% | 16.654% |
| Sharp | 0.719% | 0.213% | 0.213% |
| Beta | 0.784% | 0.772% | 0.772% |
| Alpha | 1.828% | -6.132% | -6.132% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dhruv Muchhal | Puneet Pal | Puneet Pal |
| Total AUM | ₹520687 Cr | ₹20950 Cr | ₹20950 Cr |
| Funds Managed | 40 | 19 | 19 |
| HDFC Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 6.66 | 3.55 | 3.55 |
| Small Cap | 80.87 | 78.25 | 78.25 |
| Mid Cap | 8.61 | 18.2 | 18.2 |
| Large Cap | 3.87 | - | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 6.66 | 4.39 | 4.39 |
| Industrials | 23.81 | 21.18 | 21.18 |
| Consumer Cyclical | 18.74 | 12.7 | 12.7 |
| Consumer Defensive | 2.16 | 7.82 | 7.82 |
| Financial Services | 12.19 | 11.38 | 11.38 |
| Communication Services | 2.25 | 2.91 | 2.91 |
| Healthcare | 12.18 | 15.98 | 15.98 |
| Basic Materials | 6.7 | 16.05 | 16.05 |
| Utilities | 0.43 | 0.69 | 0.69 |
| Technology | 14.88 | 4.96 | 4.96 |
| Real Estate | - | 1.94 | 1.94 |
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