PGIM India Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

HDFC Small Cap Fund Regular Growth

Invest Now

PGIM India Small Cap Fund - Regular Plan - Growth Option

Invest Now

PGIM India Small Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹35781 Cr	₹1561 Cr	₹1561 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

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	-1.03%	-0.06%	-0.06%
6 Month	9.81%	10.27%	10.27%
1 Year	0.21%	3.71%	3.71%
3 Year	24.72%	15.02%	15.02%
5 Year	32.78%	-	-

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	10.8%	10.67%	10.67%
1 Year	11.18%	11.22%	11.22%
3 Year	19.25%	15.64%	15.64%
5 Year	23.07%	-	-

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	15.84%	10.58%	10.58%
3 Year	19.76%	13.84%	13.84%
5 Year	17.3%	-	-

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	15.41%	15.14%	15.14%
Sharp	1.16%	0.62%	0.62%
Beta	0.80%	0.75%	0.75%
Alpha	2.79%	-4.93%	-4.93%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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	7.22	5.28	5.28
Small Cap	80.6	75.18	75.18
Mid Cap	8.23	19.55	19.55
Large Cap	3.95	-	-

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	6.62	2.63	2.63
Industrials	23.98	17.48	17.48
Consumer Cyclical	17.8	14.86	14.86
Consumer Defensive	1.93	9.86	9.86
Financial Services	14.12	13.78	13.78
Communication Services	1.81	3.75	3.75
Healthcare	12.19	15.28	15.28
Basic Materials	7.29	17.12	17.12
Utilities	0.37	0.53	0.53
Technology	13.89	3.74	3.74
Real Estate	-	0.97	0.97