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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) | ₹1568 Cr | ₹1568 Cr | ₹3341 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 | 0.12% | 0.12% | 0.33% |
| 6 Month | 21.58% | 21.58% | 19.94% |
| 1 Year | -0.36% | -0.36% | -2.91% |
| 3 Year | 13.83% | 13.83% | 20.21% |
| 5 Year | - | - | 27.05% |
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 | 4.14% | 4.14% | 2.27% |
| 1 Year | 17.06% | 17.06% | 12.72% |
| 3 Year | 15.34% | 15.34% | 16.75% |
| 5 Year | - | - | 19.08% |
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 | 10.19% | 10.19% | 14.64% |
| 3 Year | 13.9% | 13.9% | 18.25% |
| 5 Year | - | - | 15.68% |
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 | 15.01% | 15.01% | 14.09% |
| Sharp | 0.46% | 0.46% | 0.87% |
| Beta | 0.71% | 0.71% | 0.77% |
| Alpha | -4.74% | -4.74% | 0.62% |
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 | 8.46 | 8.46 | 7.49 |
| Small Cap | 74 | 74 | 85.9 |
| Mid Cap | 17.53 | 17.53 | 0.99 |
| Large Cap | - | - | 5.63 |
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 | 2.84 | 2.84 | 5.27 |
| Consumer Defensive | 10.02 | 10.02 | 3.12 |
| Communication Services | 2.69 | 2.69 | 5.4 |
| Industrials | 17.58 | 17.58 | 19.02 |
| Consumer Cyclical | 15.08 | 15.08 | 21.48 |
| Financial Services | 11.66 | 11.66 | 17.74 |
| Utilities | 0.5 | 0.5 | 1.09 |
| Basic Materials | 16.73 | 16.73 | 8.03 |
| Technology | 5.85 | 5.85 | 4.17 |
| Healthcare | 16.26 | 16.26 | 12.28 |
| Real Estate | 0.81 | 0.81 | 2.41 |
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