PGIM India Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

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

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 Very High Very High
Asset Size (Cr) ₹1516 Cr ₹1516 Cr ₹22263 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 05 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 1.62
Manager Puneet Pal Puneet Pal Shreyash Devalkar
ISIN Code INF663L01W30 INF663L01W30 INF846K01K01
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/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 4.63% 4.63% 6.58%
6 Month 19.71% 19.71% 31.11%
1 Year 37.62% 37.62% 38.91%
3 Year 17.91% 17.91% 23.08%
5 Year - - 30.2%

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 12.26% 12.26% 15.95%
3 Year 27.15% 27.15% 43.23%
5 Year 27.15% 27.15% 102.17%

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 13.84% 13.84% 29.67%
3 Year 34.11% 34.11% 76.53%
5 Year 34.11% 34.11% 110.45%

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 17.88% 17.88% 11.78%
Sharp 0.6% 0.6% 1.27%
Beta 0.8% 0.8% 0.63%
Alpha -5.4% -5.4% 2.65%

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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 11.16
Small Cap 82.11 82.11 71.87
Mid Cap 15.4 15.4 13.3
Large Cap - - 3.67

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 6.21
Financial 20.26 20.26 15.4
Consumer Staples 9.8 9.8 4.34
Metals & Mining 4.79 4.79 5.67
Healthcare 12.35 12.35 10.76
Services 14.07 14.07 6.9
Technology 6.37 6.37 6.4
Automobile 2.06 2.06 5.92
Construction 4.17 4.17 10.8
Materials 3.19 3.19 2.69
Chemicals 5.86 5.86 7.09
Capital Goods 10.52 10.52 10.42
Consumer Discretionary 5.2 5.2 5.78
Textiles 0.65 0.65 0.18
Energy - - 0.58
Insurance - - 0.11
Diversified - - 0.75

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