PGIM India Small Cap Fund vs Edelweiss 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 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 Very High Very High
Asset Size (Cr) ₹1565 Cr ₹1565 Cr ₹4256 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 2.06 2.06 0.38
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 4.08% 4.08% 5.64%
6 Month 6.98% 6.98% 7.08%
1 Year 20.25% 20.25% 27.38%
3 Year 13.63% 13.63% 22.9%
5 Year - - 32.96%

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 - - -
1 Year 19.37% 19.37% 24.53%
3 Year 20.32% 20.32% 30.34%
5 Year - - 32.89%

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 12.89% 12.89% 31.39%
3 Year 16.02% 16.02% 31.7%
5 Year - - 31.13%

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 17.88% 17.88% 14.15%
Sharp 0.6% 0.6% 1.2%
Beta 0.8% 0.8% 0.77%
Alpha -5.4% -5.4% 3.34%

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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 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

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

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 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

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