PGIM India Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Average	Very High Risk	Very High Risk
Asset Size (Cr)	₹56452 Cr	₹1413 Cr	₹1413 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	16 Sep 2010	29 Jul 2021	29 Jul 2021
Category	Small Cap	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	23%	119%	119%
Expense Ratio	1.47	2.07	2.07
Manager	Tejas Sheth	Puneet Pal	Puneet Pal
ISIN Code	INF204K01HZ0	INF663L01W30	INF663L01W30
Exits Load	Exit load of 1% if redeemed within 1 year./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	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

Trailing Lumpsum Returns

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month	2.96%	-7.33%	-7.33%
6 Month	3.2%	-13.93%	-13.93%
1 Year	27.45%	2.06%	2.06%
3 Year	27.3%	10.07%	10.07%
5 Year	35.6%	-	-

SIP Return Analysis

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-	-
1 Year	21.44%	-14.51%	-14.51%
3 Year	33.74%	8.19%	8.19%
5 Year	37.32%	-	-

Rolling Lumpsum Returns

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year	18.15%	14.05%	14.05%
3 Year	28.18%	13.85%	13.85%
5 Year	22.05%	-	-

Risk Management

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.53%	16.534%	16.534%
Sharp	1.36%	0.231%	0.231%
Beta	0.79%	0.812%	0.812%
Alpha	7.17%	-7.775%	-7.775%

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Fund Managers

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Name	Tejas Sheth	Puneet Pal	Puneet Pal
Total AUM	₹89953 Cr	₹20950 Cr	₹20950 Cr
Fund Manage	3	19	19
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	5.23	2.49	2.49
Small Cap	70	82.11	82.11
Large Cap	11.94	-	-
Mid Cap	12.83	15.4	15.4

Sector Allocation

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	5.23	0.71	0.71
IT - Services	2.62	-	-
Telecom - Equipment & Accessories	1.27	-	-
Consumer Durables	7.21	-	-
Industrial Products	9.04	-	-
Textiles & Apparels	2.62	-	-
Electrical Equipment	7.25	-	-
Diversified FMCG	0.41	-	-
Pharmaceuticals & Biotechnology	4.89	-	-
Banks	5.79	-	-
Realty	0.58	-	-
Chemicals & Petrochemicals	3.55	-	-
IT - Software	2.46	-	-
Leisure Services	1.54	-	-
Paper, Forest & Jute Products	1.08	-	-
Industrial Manufacturing	2.63	-	-
Aerospace & Defense	1.69	-	-
Transport Services	0.49	-	-
Cement & Cement Products	1.24	-	-
Fertilizers & Agrochemicals	1.79	-	-
Capital Markets	4.66	-	-
Construction	3.26	4.17	4.17
Power	1.84	-	-
Media	0.08	-	-
IT - Hardware	0.06	-	-
Healthcare Services	2.27	-	-
Agricultural Food & other Products	1.89	-	-
Finance	2.98	-	-
Other Consumer Services	1.15	-	-
Petroleum Products	0.27	-	-
Entertainment	0.51	-	-
Diversified Metals	0.86	-	-
Retailing	1.32	-	-
Food Products	1.4	-	-
Auto Components	6.15	-	-
Commercial Services & Supplies	0.94	-	-
Household Products	1.13	-	-
Telecom - Services	0.69	-	-
Diversified	0.11	-	-
Consumable Fuels	0.56	-	-
Personal Products	1.15	-	-
Beverages	1.23	-	-
Automobiles	0.15	-	-
Other Utilities	0.82	-	-
Insurance	0.58	-	-
Agricultural, Commercial & Construction Vehicles	0.4	-	-
Ferrous Metals	0.16	-	-
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
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