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PGIM India Small Cap Fund vs HSBC Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1634 Cr | ₹1634 Cr | ₹16203 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 29 Jul 2021 | 29 Jul 2021 | 12 May 2014 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 119% | 119% | 15% |
| Expense Ratio | 2.07 | 2.07 | 1.67 |
| Manager | Puneet Pal | Puneet Pal | Venugopal Manghat |
| ISIN Code | INF663L01W30 | INF663L01W30 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| 1 Month | -2.6% | -2.6% | -3.77% |
| 6 Month | 3.01% | 3.01% | -5.27% |
| 1 Year | -2.9% | -2.9% | -14.9% |
| 3 Year | 12.65% | 12.65% | 17.28% |
| 5 Year | - | - | 24.88% |
SIP Return Analysis
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| 6 Month | -1.94% | -1.94% | -4.1% |
| 1 Year | 10.39% | 10.39% | 0.13% |
| 3 Year | 11.99% | 11.99% | 9.07% |
| 5 Year | - | - | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| 1 Year | 10.19% | 10.19% | 15.36% |
| 3 Year | 13.9% | 13.9% | 22.44% |
| 5 Year | - | - | 17.02% |
Risk Management
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| Standard Deviation | 15.21% | 15.21% | 18.31% |
| Sharp | 0.45% | 0.45% | 0.66% |
| Beta | 0.71% | 0.71% | 0.90% |
| Alpha | -3.51% | -3.51% | -0.89% |
Fund Managers
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| Name | Puneet Pal | Puneet Pal | Venugopal Manghat |
| Total AUM | ₹20950 Cr | ₹20950 Cr | ₹41442 Cr |
| Funds Managed | 19 | 19 | 7 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| Others | 10.81 | 10.81 | 4.05 |
| Small Cap | 72.59 | 72.59 | 74.12 |
| Mid Cap | 15.57 | 15.57 | 19.76 |
| Large Cap | 1.03 | 1.03 | 2.07 |
Sector Allocation
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|---|
| Others | 3.37 | 3.37 | 2.62 |
| Consumer Defensive | 9.38 | 9.38 | 4.58 |
| Communication Services | 2.6 | 2.6 | - |
| Industrials | 16.81 | 16.81 | 26.38 |
| Consumer Cyclical | 17.04 | 17.04 | 15.98 |
| Financial Services | 11.83 | 11.83 | 17.59 |
| Basic Materials | 15.55 | 15.55 | 7.52 |
| Technology | 5.81 | 5.81 | 10.38 |
| Healthcare | 16.74 | 16.74 | 8.77 |
| Real Estate | 0.86 | 0.86 | 5.35 |
| Energy | - | - | 0.82 |
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