PGIM India Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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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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Chart Comparison

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

Overview

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹11416 Cr	₹1583 Cr	₹1583 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	12 Nov 2018	29 Jul 2021	29 Jul 2021
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	4.59%	119%	119%
Expense Ratio	1.7	2.07	2.07
Manager	Chandraprakash Padiyar	Puneet Pal	Puneet Pal
ISIN Code	INF277K015O2	INF663L01W30	INF663L01W30
Exits Load	Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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	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

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month	3.63%	2.85%	2.85%
6 Month	17.92%	23.94%	23.94%
1 Year	-6.42%	-0.84%	-0.84%
3 Year	20.79%	13.58%	13.58%
5 Year	28.86%	-	-

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month	3.41%	6.89%	6.89%
1 Year	5.72%	17.04%	17.04%
3 Year	17.07%	16.15%	16.15%
5 Year	21.35%	-	-

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year	25.17%	10.58%	10.58%
3 Year	28.72%	13.84%	13.84%
5 Year	31.28%	-	-

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.01%	15.04%	15.04%
Sharp	0.86%	0.44%	0.44%
Beta	0.77%	0.71%	0.71%
Alpha	1.63%	-4.56%	-4.56%

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Name	Chandraprakash Padiyar	Puneet Pal	Puneet Pal
Total AUM	₹15627 Cr	₹20950 Cr	₹20950 Cr
Funds Managed	3	19	19
	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	15.25	5.9	5.9
Small Cap	78.14	76.15	76.15
Mid Cap	6.61	17.96	17.96

Scheme Name	Tata Small Cap Fund Regular Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	12.45	2.81	2.81
Healthcare	8.98	16.26	16.26
Basic Materials	19.39	17.4	17.4
Consumer Cyclical	18.03	15.32	15.32
Financial Services	4.73	11.65	11.65
Technology	4.08	3.46	3.46
Utilities	1.05	0.56	0.56
Real Estate	4.17	0.87	0.87
Industrials	24.88	19.01	19.01
Consumer Defensive	2.24	9.93	9.93
Communication Services	-	2.72	2.72