PGIM India Small Cap Fund vs Edelweiss Small Cap Fund compare

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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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Edelweiss 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	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 Risk	Very High Risk	Very High Risk
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

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	-7.33%	-7.33%	-9.03%
6 Month	-13.93%	-13.93%	-13.74%
1 Year	2.06%	2.06%	4.14%
3 Year	10.07%	10.07%	18.19%
5 Year	-	-	25.31%

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	-	-	-
1 Year	-12.49%	-12.49%	-13.27%
3 Year	9.08%	9.08%	16.28%
5 Year	-	-	24.05%

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%

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	16.534%	16.534%	15.599%
Sharp	0.231%	0.231%	0.8%
Beta	0.812%	0.812%	0.803%
Alpha	-7.775%	-7.775%	0.98%

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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
Fund Manage	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

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	2.49	2.49	2.77
Small Cap	82.11	82.11	71.43
Mid Cap	15.4	15.4	25.8

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	0.71	0.71	1.46
Financial	20.26	20.26	15.79
Consumer Staples	9.8	9.8	5.37
Metals & Mining	4.79	4.79	4.26
Healthcare	12.35	12.35	9.88
Services	14.07	14.07	8.82
Technology	6.37	6.37	5.85
Automobile	2.06	2.06	5.09
Construction	4.17	4.17	10.09
Materials	3.19	3.19	5.99
Chemicals	5.86	5.86	2.15
Capital Goods	10.52	10.52	17.27
Consumer Discretionary	5.2	5.2	3.13
Textiles	0.65	0.65	3.42
Communication	-	-	1.43