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) ₹1516 Cr ₹1516 Cr ₹16396 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 2.07 2.07 1.7
Manager Puneet Pal Puneet Pal Venugopal Manghat
ISIN Code INF663L01W30 INF663L01W30 INF917K01QC7
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 4.63% 4.63% 1.86%
6 Month 19.71% 19.71% 22.79%
1 Year 37.62% 37.62% 46%
3 Year 17.91% 17.91% 30.37%
5 Year - - 32.48%

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 12.26% 12.26% 21.58%
3 Year 27.15% 27.15% 58.86%
5 Year 27.15% 27.15% 137.96%

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 13.84% 13.84% 36.36%
3 Year 34.11% 34.11% 99.84%
5 Year 34.11% 34.11% 151.38%

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 3.91
Small Cap 82.11 82.11 72.94
Mid Cap 15.4 15.4 20.12
Large Cap - - 3.03

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 2.51
Financial 20.26 20.26 7.98
Consumer Staples 9.8 9.8 5.57
Metals & Mining 4.79 4.79 8.71
Healthcare 12.35 12.35 5.3
Services 14.07 14.07 10.12
Technology 6.37 6.37 5.93
Automobile 2.06 2.06 3.89
Construction 4.17 4.17 12.47
Materials 3.19 3.19 9.17
Chemicals 5.86 5.86 1.41
Capital Goods 10.52 10.52 17.67
Consumer Discretionary 5.2 5.2 2.17
Textiles 0.65 0.65 3.7
Diversified - - 3.4

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