PGIM India Small Cap Fund - Regular Plan - Growth Option

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Small Cap NAV 13.23 0 08 December, 2023

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 29 July, 2021
Benchmark NIFTY Smallcap 250 TRI
Asset Size(Cr) 1709.0753
ISIN No. INF663L01W30
Turn over 119%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 90 days
Expense Ratio 2.03
Fund Manager Puneet Pal, Vinay Paharia, Harsh kothari, Anandha Padmanabhan Anjeneyan, Ojasvi Khicha
Fund House PGIM India Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.32% 1.58% 1.94%
1 M 1.15% 4.02% 4.69%
3 M 4.51% 1.44% 3.47%
6 M 20.73% 0.35% 1.17%
1 Y 11.02% 7.25% 7.08%
2 Y - 12.49% 17.98%
3 Y - 23.79% 39.13%
5 Y - 12.46% 13.12%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 17.88
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
PGIM India Small Cap Fund - Regular Plan - Growth Option 11.02% 0% 0%
Nippon India Small Cap Fund - Growth Plan - Growth Option 36.11% 44.38% 26.24%
HDFC Small Cap Fund - Growth Option 38.11% 40.85% 20.97%
SBI Small Cap Fund - Regular Plan - Growth 18.47% 32.45% 22.93%
Aditya Birla Sun Life Small Cap Fund - GROWTH 28.12% 30.11% 15.52%

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