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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) | ₹36353 Cr | ₹1583 Cr | ₹1583 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 | -1.05% | -1.26% | -1.26% |
| 6 Month | 19.41% | 19.72% | 19.72% |
| 1 Year | 2.33% | 2.43% | 2.43% |
| 3 Year | 24.5% | 15.08% | 15.08% |
| 5 Year | 30.74% | - | - |
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 | 7.54% | 7.46% | 7.46% |
| 1 Year | 9.68% | 10.31% | 10.31% |
| 3 Year | 18.16% | 14.98% | 14.98% |
| 5 Year | 22.21% | - | - |
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 | 15.84% | 10.58% | 10.58% |
| 3 Year | 19.76% | 13.84% | 13.84% |
| 5 Year | 17.3% | - | - |
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 | 15.41% | 15.14% | 15.14% |
| Sharp | 1.16% | 0.62% | 0.62% |
| Beta | 0.78% | 0.72% | 0.72% |
| Alpha | 3.15% | -4.29% | -4.29% |
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 | 9.49 | 5.9 | 5.9 |
| Small Cap | 78.55 | 76.15 | 76.15 |
| Mid Cap | 8.23 | 17.96 | 17.96 |
| Large Cap | 3.74 | - | - |
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 | 8.93 | 2.81 | 2.81 |
| Industrials | 23.59 | 19.01 | 19.01 |
| Consumer Cyclical | 18.21 | 15.32 | 15.32 |
| Consumer Defensive | 2.24 | 9.93 | 9.93 |
| Financial Services | 11.31 | 11.65 | 11.65 |
| Communication Services | 1.75 | 2.72 | 2.72 |
| Healthcare | 12.61 | 16.26 | 16.26 |
| Basic Materials | 7.92 | 17.4 | 17.4 |
| Utilities | 0.36 | 0.56 | 0.56 |
| Technology | 13.07 | 3.46 | 3.46 |
| Real Estate | - | 0.87 | 0.87 |
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