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)	₹8883 Cr	₹1413 Cr	₹1413 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	6.96%	5.74%	5.74%
6 Month	-7.87%	-4.92%	-4.92%
1 Year	5.05%	4.96%	4.96%
3 Year	26.95%	17.56%	17.56%
5 Year	34.5%	-	-

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	9.63%	9.62%	9.62%
1 Year	3.38%	5.99%	5.99%
3 Year	20.71%	14.74%	14.74%
5 Year	24.62%	-	-

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	26.47%	11.51%	11.51%
3 Year	29.12%	12.63%	12.63%
5 Year	29.64%	-	-

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	15.861%	16.654%	16.654%
Sharp	0.793%	0.213%	0.213%
Beta	0.736%	0.772%	0.772%
Alpha	3.356%	-6.132%	-6.132%

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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	7.03	3.55	3.55
Small Cap	84.22	78.25	78.25
Mid Cap	8.75	18.2	18.2

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	8.25	4.39	4.39
Healthcare	10.59	15.98	15.98
Basic Materials	18.16	16.05	16.05
Consumer Cyclical	15.97	12.7	12.7
Financial Services	8.32	11.38	11.38
Technology	5.85	4.96	4.96
Real Estate	3.86	1.94	1.94
Industrials	24.35	21.18	21.18
Consumer Defensive	3.84	7.82	7.82
Utilities	0.82	0.69	0.69
Communication Services	-	2.91	2.91