PGIM India Small Cap Fund vs HSBC Small Cap Fund compare

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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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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1487 Cr	₹1487 Cr	₹16061 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

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	5.79%	5.79%	3.8%
6 Month	0.74%	0.74%	-6.38%
1 Year	5.79%	5.79%	-3.23%
3 Year	19.41%	19.41%	26.73%
5 Year	-	-	34.94%

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	14.42%	14.42%	13.23%
1 Year	16.83%	16.83%	8.35%
3 Year	17.51%	17.51%	20.28%
5 Year	-	-	24.65%

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	11.51%	11.51%	17.65%
3 Year	12.63%	12.63%	22.67%
5 Year	-	-	16.47%

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	15.89%	15.89%	18.19%
Sharp	0.77%	0.77%	1.06%
Beta	0.75%	0.75%	0.90%
Alpha	-4.93%	-4.93%	-1.28%

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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

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	7.38	7.38	3.42
Small Cap	73.42	73.42	72.11
Mid Cap	19.2	19.2	22.31
Large Cap	-	-	2.16

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	5.35	5.35	3.42
Consumer Defensive	10.11	10.11	4.31
Communication Services	3.44	3.44	-
Industrials	17.26	17.26	28.92
Consumer Cyclical	15.65	15.65	15.6
Financial Services	11.27	11.27	16.18
Utilities	0.56	0.56	-
Basic Materials	16.66	16.66	11.06
Technology	3.89	3.89	8.65
Healthcare	14.8	14.8	7.18
Real Estate	1	1	3.79
Energy	-	-	0.9