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	Average	Very High	Very High
Asset Size (Cr)	₹11637 Cr	₹1568 Cr	₹1568 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	-2.64%	0.86%	0.86%
6 Month	8.03%	15.41%	15.41%
1 Year	-12.57%	-	-
3 Year	18.53%	13.84%	13.84%
5 Year	28.28%	-	-

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
6 Month	-1.49%	3.52%	3.52%
1 Year	3.15%	17.64%	17.64%
3 Year	13.34%	15.53%	15.53%
5 Year	18.61%	-	-

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	23.4%	10.19%	10.19%
3 Year	28.5%	13.9%	13.9%
5 Year	30.65%	-	-

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	16.07%	15.10%	15.10%
Sharp	0.80%	0.53%	0.53%
Beta	0.76%	0.72%	0.72%
Alpha	0.09%	-3.81%	-3.81%

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	17.27	9.44	9.44
Small Cap	76.22	72.84	72.84
Mid Cap	6.51	16.61	16.61
Large Cap	-	1.1	1.1

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	11.94	2.56	2.56
Industrials	24.95	17.39	17.39
Healthcare	7.47	17.16	17.16
Basic Materials	19.12	16.06	16.06
Consumer Cyclical	17.32	15.86	15.86
Financial Services	4.77	11.77	11.77
Technology	6.74	6.15	6.15
Utilities	1.19	0	0
Real Estate	4.7	0.78	0.78
Consumer Defensive	1.79	9.55	9.55
Communication Services	-	2.73	2.73