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PGIM India Small Cap Fund vs Axis Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Axis 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 | Axis 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 | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1413 Cr | ₹1413 Cr | ₹23139 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 | 29 Nov 2013 |
| 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% | 5% |
| Expense Ratio | 2.07 | 2.07 | 1.61 |
| Manager | Puneet Pal | Puneet Pal | Shreyash Devalkar |
| ISIN Code | INF663L01W30 | INF663L01W30 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -7.33% | -7.33% | -8.04% |
| 6 Month | -13.93% | -13.93% | -11.45% |
| 1 Year | 2.06% | 2.06% | 4.31% |
| 3 Year | 10.07% | 10.07% | 16.35% |
| 5 Year | - | - | 21.21% |
SIP Return Analysis
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | -12.49% | -12.49% | -10.07% |
| 3 Year | 9.08% | 9.08% | 14.9% |
| 5 Year | - | - | 21.39% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.05% | 14.05% | 18.9% |
| 3 Year | 13.85% | 13.85% | 19.99% |
| 5 Year | - | - | 19.66% |
Risk Management
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 16.534% | 16.534% | 11.78% |
| Sharp | 0.231% | 0.231% | 0.74% |
| Beta | 0.812% | 0.812% | 0.65% |
| Alpha | -7.775% | -7.775% | 2.4% |
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Fund Managers
| Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Puneet Pal | Puneet Pal | Shreyash Devalkar |
| Total AUM | ₹20950 Cr | ₹20950 Cr | ₹166770 Cr |
| Fund Manage | 19 | 19 | 14 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Axis 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 |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.49 | 2.49 | 13.11 |
| Small Cap | 82.11 | 82.11 | 67.41 |
| Mid Cap | 15.4 | 15.4 | 15.27 |
| Large Cap | - | - | 4.27 |
Sector Allocation
| Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.71 | 0.71 | 13.11 |
| Financial | 20.26 | 20.26 | - |
| Consumer Staples | 9.8 | 9.8 | - |
| Metals & Mining | 4.79 | 4.79 | - |
| Healthcare | 12.35 | 12.35 | - |
| Services | 14.07 | 14.07 | - |
| Technology | 6.37 | 6.37 | - |
| Automobile | 2.06 | 2.06 | - |
| Construction | 4.17 | 4.17 | 2.83 |
| Materials | 3.19 | 3.19 | - |
| Chemicals | 5.86 | 5.86 | - |
| Capital Goods | 10.52 | 10.52 | - |
| Consumer Discretionary | 5.2 | 5.2 | - |
| Textiles | 0.65 | 0.65 | - |
| Gas | - | - | 0.55 |
| Auto Components | - | - | 7.32 |
| IT - Services | - | - | 1.17 |
| Banks | - | - | 3.86 |
| Non - Ferrous Metals | - | - | 0.41 |
| Pharmaceuticals & Biotechnology | - | - | 4.25 |
| Healthcare Services | - | - | 5.8 |
| Chemicals & Petrochemicals | - | - | 7.64 |
| IT - Software | - | - | 3.86 |
| Retailing | - | - | 1.29 |
| Electrical Equipment | - | - | 1.55 |
| Aerospace & Defense | - | - | 1.38 |
| Transport Services | - | - | 0.24 |
| Textiles & Apparels | - | - | 0.39 |
| Capital Markets | - | - | 5.62 |
| Agricultural Food & other Products | - | - | 2.83 |
| Industrial Products | - | - | 6.74 |
| Finance | - | - | 7.24 |
| Consumer Durables | - | - | 5.72 |
| Realty | - | - | 5.26 |
| Financial Technology (Fintech) | - | - | 1.84 |
| Leisure Services | - | - | 1.07 |
| Food Products | - | - | 1.61 |
| Cement & Cement Products | - | - | 2.3 |
| Industrial Manufacturing | - | - | 2.67 |
| Household Products | - | - | 0.61 |
| Commercial Services & Supplies | - | - | 0.63 |
| Cigarettes & Tobacco Products | - | - | 0.27 |
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