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PGIM India Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1413 Cr | ₹1413 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 29 Jul 2021 | 29 Jul 2021 | 15 Feb 2005 |
| 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% | 22% |
| Expense Ratio | 2.07 | 2.07 | 1.97 |
| Manager | Puneet Pal | Puneet Pal | Rohit Seksaria |
| ISIN Code | INF663L01W30 | INF663L01W30 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 4.79% | 4.79% | 6.78% |
| 6 Month | -12.27% | -12.27% | -11.09% |
| 1 Year | 3.49% | 3.49% | 3.54% |
| 3 Year | 11.4% | 11.4% | 19.8% |
| 5 Year | - | - | 33.2% |
SIP Return Analysis
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -3.48% | -3.48% | -2.36% |
| 1 Year | -13.36% | -13.36% | -12.04% |
| 3 Year | 8.78% | 8.78% | 14.56% |
| 5 Year | - | - | 19.78% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.05% | 14.05% | 16.78% |
| 3 Year | 13.85% | 13.85% | 18.05% |
| 5 Year | - | - | 15.38% |
Risk Management
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 16.654% | 16.654% | 14.09% |
| Sharp | 0.213% | 0.213% | 0.69% |
| Beta | 0.772% | 0.772% | 0.77% |
| Alpha | -6.132% | -6.132% | 1.31% |
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Fund Managers
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Puneet Pal | Puneet Pal | Rohit Seksaria |
| Total AUM | ₹20950 Cr | ₹20950 Cr | ₹0 Cr |
| Funds Managed | 19 | 19 | 15 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 3.55 | 3.55 | 6.13 |
| Small Cap | 78.25 | 78.25 | 84.96 |
| Mid Cap | 18.2 | 18.2 | 2.15 |
| Large Cap | - | - | 6.23 |
Sector Allocation
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 4.39 | 4.39 | 6.13 |
| Consumer Defensive | 7.82 | 7.82 | - |
| Communication Services | 2.91 | 2.91 | - |
| Industrials | 21.18 | 21.18 | - |
| Consumer Cyclical | 12.7 | 12.7 | - |
| Financial Services | 11.38 | 11.38 | - |
| Utilities | 0.69 | 0.69 | - |
| Real Estate | 1.94 | 1.94 | - |
| Basic Materials | 16.05 | 16.05 | - |
| Healthcare | 15.98 | 15.98 | - |
| Technology | 4.96 | 4.96 | - |
| Capital Markets | - | - | 3.69 |
| Auto Components | - | - | 6.36 |
| Construction | - | - | 2.73 |
| IT - Services | - | - | 5.03 |
| Industrial Manufacturing | - | - | 1.28 |
| Retailing | - | - | 1.73 |
| Banks | - | - | 7.41 |
| Chemicals & Petrochemicals | - | - | 2.82 |
| Consumer Durables | - | - | 7.87 |
| IT - Software | - | - | 2.54 |
| Pharmaceuticals & Biotechnology | - | - | 5.55 |
| Agricultural Food & other Products | - | - | 2.19 |
| Industrial Products | - | - | 8.5 |
| Fertilizers & Agrochemicals | - | - | 2.1 |
| Finance | - | - | 6.93 |
| Automobiles | - | - | 0.63 |
| Healthcare Services | - | - | 4.43 |
| Entertainment | - | - | 0.95 |
| Gas | - | - | 1.22 |
| Leisure Services | - | - | 3.57 |
| Cement & Cement Products | - | - | 1.79 |
| Other Consumer Services | - | - | 1.17 |
| Electrical Equipment | - | - | 1.53 |
| Insurance | - | - | 0.87 |
| Personal Products | - | - | 1.21 |
| Other Utilities | - | - | 1.4 |
| Realty | - | - | 3.16 |
| Transport Infrastructure | - | - | 1.56 |
| Aerospace & Defense | - | - | 1.83 |
| Textiles & Apparels | - | - | 0.79 |
| Beverages | - | - | 0.5 |
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