PGIM India Small Cap Fund vs Edelweiss Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Edelweiss 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 | Edelweiss 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 | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1413 Cr | ₹1413 Cr | ₹4171 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 | 07 Feb 2019 |
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% | 18% |
Expense Ratio | 2.07 | 2.07 | 1.84 |
Manager | Puneet Pal | Puneet Pal | Trideep Bhattacharya |
ISIN Code | INF663L01W30 | INF663L01W30 | INF754K01JJ4 |
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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 7.15% | 7.15% | 7.56% |
6 Month | -14.79% | -14.79% | -16.38% |
1 Year | 7.8% | 7.8% | 7.09% |
3 Year | 9.49% | 9.49% | 16.9% |
5 Year | - | - | 35.79% |
SIP Return Analysis
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | -8.92% | -8.92% | -11.05% |
1 Year | -13.46% | -13.46% | -16.81% |
3 Year | 9.97% | 9.97% | 15.76% |
5 Year | - | - | 22.61% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 14.05% | 14.05% | 30.2% |
3 Year | 13.85% | 13.85% | 30.38% |
5 Year | - | - | 31.61% |
Risk Management
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 16.654% | 16.654% | 15.599% |
Sharp | 0.213% | 0.213% | 0.8% |
Beta | 0.772% | 0.772% | 0.803% |
Alpha | -6.132% | -6.132% | 0.98% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
Name | Puneet Pal | Puneet Pal | Trideep Bhattacharya |
Total AUM | ₹20950 Cr | ₹20950 Cr | ₹0 Cr |
Funds Managed | 19 | 19 | 9 |
PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Edelweiss 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 |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 3.55 | 3.55 | 3.2 |
Small Cap | 78.25 | 78.25 | 67.63 |
Mid Cap | 18.2 | 18.2 | 29.17 |
Large Cap | - | - | 0 |
Sector Allocation
Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 4.39 | 4.39 | 3.2 |
Consumer Defensive | 7.82 | 7.82 | 6.61 |
Communication Services | 2.91 | 2.91 | - |
Industrials | 21.18 | 21.18 | 18.22 |
Consumer Cyclical | 12.7 | 12.7 | 16.79 |
Financial Services | 11.38 | 11.38 | 17.15 |
Utilities | 0.69 | 0.69 | - |
Real Estate | 1.94 | 1.94 | 3.21 |
Basic Materials | 16.05 | 16.05 | 11.9 |
Healthcare | 15.98 | 15.98 | 11.41 |
Technology | 4.96 | 4.96 | 11.49 |
Top Comparisons
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.61%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.8%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.14%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns12.32%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.16%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns6.68%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.67%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns11.59%