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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) | ₹1560 Cr | ₹1560 Cr | ₹15969 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 | -3.47% | -3.47% | -4.78% |
| 6 Month | -6.66% | -6.66% | -10.46% |
| 1 Year | 5.38% | 5.38% | -3.53% |
| 3 Year | 13.2% | 13.2% | 17.25% |
| 5 Year | - | - | 22.96% |
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 | -2% | -2% | -1.92% |
| 1 Year | 6.35% | 6.35% | 1.79% |
| 3 Year | 9.76% | 9.76% | 7.11% |
| 5 Year | - | - | 14.33% |
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 | 8.47% | 8.47% | 15.08% |
| 3 Year | 13.84% | 13.84% | 22.21% |
| 5 Year | - | - | 17.17% |
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 | 14.97% | 14.97% | 18.31% |
| Sharp | 0.51% | 0.51% | 0.67% |
| Beta | 0.71% | 0.71% | 0.90% |
| Alpha | -2.98% | -2.98% | -1.33% |
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 | 18.67 | 18.67 | 8.13 |
| Small Cap | 63.27 | 63.27 | 71.77 |
| Mid Cap | 17.12 | 17.12 | 18.01 |
| Large Cap | 0.94 | 0.94 | 2.09 |
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 | 2.79 | 2.79 | 1.11 |
| Consumer Defensive | 9.82 | 9.82 | 4.39 |
| Communication Services | 2.54 | 2.54 | - |
| Industrials | 16.87 | 16.87 | 23.28 |
| Consumer Cyclical | 15.41 | 15.41 | 17.27 |
| Financial Services | 15.57 | 15.57 | 22.65 |
| Basic Materials | 13.44 | 13.44 | 7.84 |
| Technology | 6.73 | 6.73 | 9.63 |
| Healthcare | 16.06 | 16.06 | 10 |
| Real Estate | 0.77 | 0.77 | 3.01 |
| Energy | - | - | 0.82 |
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