PGIM India Small Cap Fund vs HSBC Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk | Very High Risk |
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 | -7.33% | -7.33% | -11.48% |
6 Month | -13.93% | -13.93% | -17.18% |
1 Year | 2.06% | 2.06% | -0.27% |
3 Year | 10.07% | 10.07% | 18.37% |
5 Year | - | - | 25.13% |
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 | - | - | - |
1 Year | -12.49% | -12.49% | -19.55% |
3 Year | 9.08% | 9.08% | 15.03% |
5 Year | - | - | 24.87% |
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 | 16.534% | 16.534% | 16.675% |
Sharp | 0.231% | 0.231% | 0.756% |
Beta | 0.812% | 0.812% | 0.854% |
Alpha | -7.775% | -7.775% | 0.383% |
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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 |
Fund Manage | 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 | 2.49 | 2.49 | 1.17 |
Small Cap | 82.11 | 82.11 | 73.18 |
Mid Cap | 15.4 | 15.4 | 22.57 |
Large Cap | - | - | 3.08 |
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 | 0.71 | 0.71 | 1.17 |
Financial | 20.26 | 20.26 | - |
Consumer Staples | 9.8 | 9.8 | - |
Metals & Mining | 4.79 | 4.79 | - |
Healthcare | 12.35 | 12.35 | - |
Services | 14.07 | 14.07 | - |
Technology | 6.37 | 6.37 | - |
Automobile | 2.06 | 2.06 | - |
Construction | 4.17 | 4.17 | 8.11 |
Materials | 3.19 | 3.19 | - |
Chemicals | 5.86 | 5.86 | - |
Capital Goods | 10.52 | 10.52 | - |
Consumer Discretionary | 5.2 | 5.2 | - |
Textiles | 0.65 | 0.65 | - |
Realty | - | - | 5.29 |
Capital Markets | - | - | 9.27 |
Industrial Products | - | - | 15.58 |
Retailing | - | - | 2.24 |
Banks | - | - | 3.02 |
Pharmaceuticals & Biotechnology | - | - | 6.21 |
Electrical Equipment | - | - | 4.47 |
Healthcare Services | - | - | 0.36 |
IT - Software | - | - | 3.85 |
Paper, Forest & Jute Products | - | - | 2.38 |
Auto Components | - | - | 5.47 |
Agricultural Food & other Products | - | - | 1.58 |
Fertilizers & Agrochemicals | - | - | 2.59 |
Finance | - | - | 4.13 |
Chemicals & Petrochemicals | - | - | 1.75 |
Textiles & Apparels | - | - | 4.99 |
Gas | - | - | 1.5 |
Consumer Durables | - | - | 7.83 |
Leisure Services | - | - | 1.9 |
Industrial Manufacturing | - | - | 3.01 |
Other Consumer Services | - | - | 0.23 |
Household Products | - | - | 0.32 |
Commercial Services & Supplies | - | - | 1.67 |
Beverages | - | - | 1.08 |
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