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PGIM India Small Cap Fund vs HSBC 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 HSBC Small Cap Fund Regular 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 HSBC Small Cap Fund Regular Growth
Fund PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1413 Cr ₹1413 Cr ₹15453 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 29 Jul 2021 29 Jul 2021 12 May 2014
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over 119% 119% 15%
Expense Ratio 2.07 2.07 1.67
Manager Puneet Pal Puneet Pal Venugopal Manghat
ISIN Code INF663L01W30 INF663L01W30 INF917K01QC7
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 HSBC 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 HSBC Small Cap Fund Regular Growth
1 Month 7.15% 7.15% 8.13%
6 Month -14.79% -14.79% -19.05%
1 Year 7.8% 7.8% 4.34%
3 Year 9.49% 9.49% 17.79%
5 Year - - 37.22%

SIP Return Analysis

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
6 Month -8.92% -8.92% -13.84%
1 Year -13.46% -13.46% -23.33%
3 Year 9.97% 9.97% 14.38%
5 Year - - 23.45%

Rolling Lumpsum Returns

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
1 Year 14.05% 14.05% 19.2%
3 Year 13.85% 13.85% 23.02%
5 Year - - 15.83%

Risk Management

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Standard Deviation 16.654% 16.654% 18.203%
Sharp 0.213% 0.213% 0.572%
Beta 0.772% 0.772% 0.882%
Alpha -6.132% -6.132% -0.639%

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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 HSBC Small Cap Fund Regular Growth
Name Puneet Pal Puneet Pal Venugopal Manghat
Total AUM ₹20950 Cr ₹20950 Cr ₹41442 Cr
Funds Managed 19 19 7
PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth

Market Cap

Scheme Name

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund Regular Growth

Others 3.55 3.55 3.74
Small Cap 78.25 78.25 72.68
Mid Cap 18.2 18.2 21
Large Cap - - 2.59

Sector Allocation

Scheme Name

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund Regular Growth

Others 4.39 4.39 6.47
Consumer Defensive 7.82 7.82 3.38
Communication Services 2.91 2.91 -
Industrials 21.18 21.18 27.7
Consumer Cyclical 12.7 12.7 16.29
Financial Services 11.38 11.38 14.59
Utilities 0.69 0.69 -
Real Estate 1.94 1.94 5.2
Basic Materials 16.05 16.05 10.53
Healthcare 15.98 15.98 4.47
Technology 4.96 4.96 9.98
Energy - - 1.4

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