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 | 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 | 4.2% | 4.2% | 3.01% |
6 Month | -7.12% | -7.12% | -11.71% |
1 Year | 7.29% | 7.29% | 3.9% |
3 Year | 10.13% | 10.13% | 18.22% |
5 Year | - | - | 35.72% |
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 | -2.31% | -2.31% | -7.47% |
1 Year | -8.97% | -8.97% | -20% |
3 Year | 11.18% | 11.18% | 14.61% |
5 Year | - | - | 23% |
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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