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 Average Very High
Asset Size (Cr) ₹1565 Cr ₹1565 Cr ₹16920 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 Index
Turn Over 119% 119% 15%
Expense Ratio 2.06 2.06 1.68
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 -6.77% -6.77% -9.3%
6 Month -0.73% -0.73% -3.09%
1 Year 11.03% 11.03% 14.99%
3 Year 8.56% 8.56% 19.18%
5 Year - - 27.35%

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 4.51% 4.51% 7.22%
3 Year 15.5% 15.5% 26.19%
5 Year - - 31.44%

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 12.89% 12.89% 18.47%
3 Year 16.02% 16.02% 22.98%
5 Year - - 14.99%

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 17.88% 17.88% 14.69%
Sharp 0.6% 0.6% 1.4%
Beta 0.8% 0.8% 0.8%
Alpha -5.4% -5.4% 7.09%

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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 2
Small Cap 82.11 82.11 74.77
Mid Cap 15.4 15.4 21.26
Large Cap - - 1.97

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 2
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 7.87
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 - - 5.3
Capital Markets - - 8.11
Industrial Products - - 16.52
Retailing - - 2.29
Banks - - 3.25
Pharmaceuticals & Biotechnology - - 6.94
Electrical Equipment - - 4.25
Healthcare Services - - 0.18
IT - Software - - 3.76
Paper, Forest & Jute Products - - 2.66
Auto Components - - 5.4
Agricultural Food & other Products - - 1.74
Fertilizers & Agrochemicals - - 2.62
Finance - - 4.37
Chemicals & Petrochemicals - - 1.92
Textiles & Apparels - - 4.75
Gas - - 1.68
Consumer Durables - - 6.72
Leisure Services - - 1.68
Industrial Manufacturing - - 2.67
Other Consumer Services - - 0.24
Household Products - - 0.53
Commercial Services & Supplies - - 1.67
Beverages - - 0.88

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