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)	₹619 Cr	₹1598 Cr	₹1598 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹200	₹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	1.67%	-0.06%	-0.06%
6 Month	-3.62%	-2.49%	-2.49%
1 Year	-12.2%	0.82%	0.82%
3 Year	17.77%	14.09%	14.09%
5 Year	21.61%	-	-

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	-1.66%	-1.93%	-1.93%
1 Year	3.51%	8.41%	8.41%
3 Year	10.25%	11.07%	11.07%
5 Year	14.95%	-	-

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	9.87%	10.19%	10.19%
3 Year	23.35%	13.9%	13.9%
5 Year	22.72%	-	-

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	13.95%	17.88%	17.88%
Sharp	0.61%	0.51%	0.51%
Beta	0.87%	0.71%	0.71%
Alpha	-2.24%	-3.27%	-3.27%

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	2.32	2.78	2.78
Large Cap	4.76	4.39	4.39
Small Cap	84.54	71.5	71.5
Mid Cap	8.37	21.33	21.33

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	2.32	2.78	2.78
IT - Software	2.42	1.27	1.27
Food Products	5.08	3.63	3.63
IT - Services	1.06	5.53	5.53
Pharmaceuticals & Biotechnology	5.81	5.92	5.92
Finance	4.84	3.27	3.27
Industrial Products	13.06	4.35	4.35
Healthcare Services	1.87	7.2	7.2
Textiles & Apparels	2.85	-	-
Other Utilities	2.4	-	-
Chemicals & Petrochemicals	7.14	5.22	5.22
Consumer Durables	3.99	10.9	10.9
Industrial Manufacturing	4.28	1.52	1.52
Electrical Equipment	6.73	2.58	2.58
Commercial Services & Supplies	1.79	3.44	3.44
Construction	2.73	-	-
Fertilizers & Agrochemicals	2.02	3.53	3.53
Power	2.56	-	-
Gas	1.03	-	-
Diversified FMCG	1.94	-	-
Agricultural, Commercial & Construction Vehicles	1.14	-	-
Transport Services	3.59	1.14	1.14
Auto Components	4.57	4.53	4.53
Capital Markets	2.62	5.15	5.15
Minerals & Mining	1.42	-	-
Beverages	3.44	2.04	2.04
Aerospace & Defense	3.36	2.75	2.75
Realty	0.53	0.76	0.76
Retailing	2.49	3.57	3.57
Transport Infrastructure	0.91	-	-
Banks	-	1.91	1.91
Leisure Services	-	2.86	2.86
Automobiles	-	1.53	1.53
Financial Technology (Fintech)	-	2.11	2.11
Insurance	-	1.17	1.17
Household Products	-	2.46	2.46
Personal Products	-	1.27	1.27
Agricultural Food & other Products	-	3	3
Cement & Cement Products	-	2.61	2.61