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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