PGIM India Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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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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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1487 Cr	₹1487 Cr	₹3311 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

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	4.93%	4.93%	3.95%
6 Month	0.87%	0.87%	1.85%
1 Year	6.16%	6.16%	5.34%
3 Year	18.97%	18.97%	26.35%
5 Year	-	-	32.47%

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	13.17%	13.17%	13.09%
1 Year	12.43%	12.43%	11.89%
3 Year	16.83%	16.83%	21.14%
5 Year	-	-	22.9%

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	11.51%	11.51%	15.61%
3 Year	12.63%	12.63%	17.89%
5 Year	-	-	15.53%

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	16.17%	16.17%	14.09%
Sharp	0.56%	0.56%	1.03%
Beta	0.75%	0.75%	0.77%
Alpha	-5.50%	-5.50%	1.81%

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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

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	10.65
Small Cap	78.25	78.25	82.41
Mid Cap	18.2	18.2	2.01
Large Cap	-	-	5.65

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	10.65
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	-	-	3.35
Auto Components	-	-	5.62
IT - Services	-	-	4.99
Industrial Manufacturing	-	-	1.22
Construction	-	-	2.37
Retailing	-	-	1.89
Banks	-	-	8.86
Chemicals & Petrochemicals	-	-	2.14
Consumer Durables	-	-	7.16
IT - Software	-	-	2.42
Pharmaceuticals & Biotechnology	-	-	5.38
Agricultural Food & other Products	-	-	2.13
Industrial Products	-	-	8.09
Fertilizers & Agrochemicals	-	-	2.12
Finance	-	-	6.48
Automobiles	-	-	0.58
Healthcare Services	-	-	4.5
Entertainment	-	-	0.95
Gas	-	-	1.31
Leisure Services	-	-	3.32
Cement & Cement Products	-	-	1.62
Other Consumer Services	-	-	0.97
Electrical Equipment	-	-	1.55
Insurance	-	-	0.83
Personal Products	-	-	1.26
Other Utilities	-	-	1.45
Realty	-	-	3.26
Transport Infrastructure	-	-	1.55
Aerospace & Defense	-	-	1.86
Textiles & Apparels	-	-	0.84