PGIM India Small Cap Fund vs Nippon India Small Cap Fund compare
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
Chart Comparison
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 | Very High | Very High | Very High |
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% | 6.17% | 6.17% |
6 Month | 3.2% | -16.02% | -16.02% |
1 Year | 27.45% | 4.68% | 4.68% |
3 Year | 27.3% | 8.07% | 8.07% |
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 | - | -8.92% | -8.92% |
1 Year | 21.44% | -13.46% | -13.46% |
3 Year | 33.74% | 9.97% | 9.97% |
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% | 16.654% | 16.654% |
Sharp | 1.36% | 0.213% | 0.213% |
Beta | 0.79% | 0.772% | 0.772% |
Alpha | 7.17% | -6.132% | -6.132% |
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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 |
Funds Managed | 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 | 3.55 | 3.55 |
Small Cap | 70 | 78.25 | 78.25 |
Large Cap | 11.94 | - | - |
Mid Cap | 12.83 | 18.2 | 18.2 |
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 | 4.39 | 4.39 |
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 | - | - |
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 | - | - |
Consumer Defensive | - | 7.82 | 7.82 |
Communication Services | - | 2.91 | 2.91 |
Industrials | - | 21.18 | 21.18 |
Consumer Cyclical | - | 12.7 | 12.7 |
Financial Services | - | 11.38 | 11.38 |
Utilities | - | 0.69 | 0.69 |
Real Estate | - | 1.94 | 1.94 |
Basic Materials | - | 16.05 | 16.05 |
Healthcare | - | 15.98 | 15.98 |
Technology | - | 4.96 | 4.96 |
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