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) | ₹36294 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 | 4.44% | 3.84% | 3.84% |
6 Month | 28% | 24.94% | 24.94% |
1 Year | 0.8% | -0.53% | -0.53% |
3 Year | 23.32% | 13.93% | 13.93% |
5 Year | 29.77% | - | - |
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 | 7.65% | 6.89% | 6.89% |
1 Year | 18.5% | 17.04% | 17.04% |
3 Year | 19.59% | 16.15% | 16.15% |
5 Year | 22.66% | - | - |
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 | 15.29% | 15.04% | 15.04% |
Sharp | 0.99% | 0.44% | 0.44% |
Beta | 0.76% | 0.71% | 0.71% |
Alpha | 3.13% | -4.56% | -4.56% |
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 | 10.9 | 8.46 | 8.46 |
Small Cap | 77.14 | 74 | 74 |
Mid Cap | 8.29 | 17.53 | 17.53 |
Large Cap | 3.66 | - | - |
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 | 10.36 | 2.84 | 2.84 |
Industrials | 22.28 | 18.72 | 18.72 |
Consumer Cyclical | 18.62 | 15.08 | 15.08 |
Consumer Defensive | 2.29 | 10.02 | 10.02 |
Financial Services | 10.72 | 11.66 | 11.66 |
Communication Services | 1.87 | 2.69 | 2.69 |
Healthcare | 12.52 | 16.26 | 16.26 |
Basic Materials | 7.57 | 16.73 | 16.73 |
Utilities | 0.31 | 0.5 | 0.5 |
Technology | 13.47 | 4.71 | 4.71 |
Real Estate | - | 0.81 | 0.81 |
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