PGIM India Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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LIC MF 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	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund	LIC MF 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)	₹618 Cr	₹1583 Cr	₹1583 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹1000
Min Addl Investment	₹500	₹1000	₹1000
Launch Date	21 Jun 2017	29 Jul 2021	29 Jul 2021
Category	Small Cap	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	119%	119%
Expense Ratio	2.42	2.07	2.07
Manager	Yogesh Patil	Puneet Pal	Puneet Pal
ISIN Code	INF397L01JW3	INF663L01W30	INF663L01W30
Exits Load	LIC MF 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	LIC MF 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	-4.07%	-0.99%	-0.99%
6 Month	14.99%	20.56%	20.56%
1 Year	-11.98%	-1.66%	-1.66%
3 Year	16.63%	13.22%	13.22%
5 Year	26.38%	-	-

Scheme Name	LIC MF 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	1.62%	7.27%	7.27%
1 Year	-3.87%	13.39%	13.39%
3 Year	15.69%	16.41%	16.41%
5 Year	20.02%	-	-

Scheme Name	LIC MF 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	12.25%	10.58%	10.58%
3 Year	23.93%	13.84%	13.84%
5 Year	21.05%	-	-

Scheme Name	LIC MF 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	18.55%	15.14%	15.14%
Sharp	0.78%	0.62%	0.62%
Beta	0.91%	0.72%	0.72%
Alpha	-2.82%	-4.29%	-4.29%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Name	Yogesh Patil	Puneet Pal	Puneet Pal
Total AUM	₹5898 Cr	₹20950 Cr	₹20950 Cr
Funds Managed	7	19	19
	LIC MF 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	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	8.77	5.9	5.9
Large Cap	3.82	-	-
Small Cap	77.84	76.15	76.15
Mid Cap	9.57	17.96	17.96

Scheme Name	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	8.77	2.81	2.81
Technology	6.07	3.46	3.46
Consumer Defensive	7.79	9.93	9.93
Basic Materials	11.99	17.4	17.4
Financial Services	6.74	11.65	11.65
Industrials	31.47	19.01	19.01
Healthcare	4.1	16.26	16.26
Consumer Cyclical	14.94	15.32	15.32
Utilities	6.52	0.56	0.56
Communication Services	1.54	2.72	2.72
Real Estate	0.07	0.87	0.87