PGIM India Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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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)	₹38020 Cr	₹1598 Cr	₹1598 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	-2.46%	-2.63%	-2.63%
6 Month	-1.64%	-1.43%	-1.43%
1 Year	-1.09%	-1.43%	-1.43%
3 Year	20.13%	13.85%	13.85%
5 Year	24.36%	-	-

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	-1.81%	-1.45%	-1.45%
1 Year	8.55%	9.23%	9.23%
3 Year	12.63%	11.42%	11.42%
5 Year	17.92%	-	-

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	14.77%	10.19%	10.19%
3 Year	20%	13.9%	13.9%
5 Year	17.7%	-	-

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	15.43%	15.21%	15.21%
Sharp	0.88%	0.45%	0.45%
Beta	0.76%	0.71%	0.71%
Alpha	2.62%	-3.51%	-3.51%

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	11.69	11.52	11.52
Small Cap	73.73	71.28	71.28
Mid Cap	8.91	16.2	16.2
Large Cap	5.67	1	1

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	11.01	2.79	2.79
Industrials	20.79	16.66	16.66
Consumer Cyclical	18.73	16.47	16.47
Consumer Defensive	3.66	9.94	9.94
Financial Services	12.58	12.5	12.5
Communication Services	1.63	2.29	2.29
Healthcare	11.87	16.37	16.37
Basic Materials	6.86	15.19	15.19
Technology	12.89	7.03	7.03
Real Estate	-	0.76	0.76