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

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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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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 Very High Very High Very High
Asset Size (Cr) ₹56452 Cr ₹1516 Cr ₹1516 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 Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./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 0.48% 4.63% 4.63%
6 Month 25.41% 19.71% 19.71%
1 Year 47.1% 37.62% 37.62%
3 Year 28.66% 17.91% 17.91%
5 Year 38.15% - -

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 21.73% 12.26% 12.26%
3 Year 64.56% 27.15% 27.15%
5 Year 156.91% 27.15% 27.15%

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 39.97% 13.84% 13.84%
3 Year 110.9% 34.11% 34.11%
5 Year 170.17% 34.11% 34.11%

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% 17.88% 17.88%
Sharp 1.48% 0.6% 0.6%
Beta 0.79% 0.8% 0.8%
Alpha 7.31% -5.4% -5.4%

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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 4.71 2.49 2.49
Small Cap 55.11 82.11 82.11
Large Cap 11.02 - -
Mid Cap 11.64 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 4.38 0.71 0.71
Communication 2.38 - -
Construction 2.38 4.17 4.17
Financial 9.5 20.26 20.26
Healthcare 5.49 12.35 12.35
Chemicals 5.31 5.86 5.86
Services 6.49 14.07 14.07
Consumer Discretionary 3.29 5.2 5.2
Consumer Staples 6.62 9.8 9.8
Automobile 3.73 2.06 2.06
Capital Goods 18.16 10.52 10.52
Materials 3.25 3.19 3.19
Metals & Mining 3.1 4.79 4.79
Technology 2.34 6.37 6.37
Textiles 2.69 0.65 0.65
Diversified 1.6 - -
Energy 1.25 - -
Insurance 0.52 - -

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