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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) | ₹1561 Cr | ₹1561 Cr | ₹3439 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 | -1.82% | -1.82% | -4.64% |
| 6 Month | 17.27% | 17.27% | 14.56% |
| 1 Year | 3.79% | 3.79% | 1% |
| 3 Year | 14.69% | 14.69% | 19.98% |
| 5 Year | - | - | 28.55% |
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 | 9.03% | 9.03% | 6.01% |
| 1 Year | 8.51% | 8.51% | 2.2% |
| 3 Year | 14.28% | 14.28% | 16.04% |
| 5 Year | - | - | 19.41% |
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 | 10.58% | 10.58% | 15.05% |
| 3 Year | 13.84% | 13.84% | 18.08% |
| 5 Year | - | - | 15.62% |
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 | 15.14% | 15.14% | 14.09% |
| Sharp | 0.62% | 0.62% | 1.04% |
| Beta | 0.72% | 0.72% | 0.77% |
| Alpha | -4.29% | -4.29% | 1.1% |
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 | 5.9 | 5.9 | 7.93 |
| Small Cap | 76.15 | 76.15 | 85.57 |
| Mid Cap | 17.96 | 17.96 | 0.97 |
| Large Cap | - | - | 5.53 |
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 | 2.81 | 2.81 | 5.89 |
| Consumer Defensive | 9.93 | 9.93 | 3.24 |
| Communication Services | 2.72 | 2.72 | 5.23 |
| Industrials | 19.01 | 19.01 | 19.06 |
| Consumer Cyclical | 15.32 | 15.32 | 20.38 |
| Financial Services | 11.65 | 11.65 | 19.02 |
| Utilities | 0.56 | 0.56 | 1.15 |
| Basic Materials | 17.4 | 17.4 | 8.13 |
| Technology | 3.46 | 3.46 | 3.41 |
| Healthcare | 16.26 | 16.26 | 11.84 |
| Real Estate | 0.87 | 0.87 | 2.66 |
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