PGIM India Small Cap Fund vs Sundaram Small Cap Fund Regular Plan 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 Sundaram Small Cap Fund Regular Plan - 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 Sundaram Small Cap Fund Regular Plan - Growth
Fund PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Very High
Asset Size (Cr) ₹1565 Cr ₹1565 Cr ₹3450 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 29 Jul 2021 29 Jul 2021 15 Feb 2005
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 119% 119% 22%
Expense Ratio 2.06 2.06 1.93
Manager Puneet Pal Puneet Pal Rohit Seksaria
ISIN Code INF663L01W30 INF663L01W30 INF903J01470
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 Sundaram 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 Sundaram Small Cap Fund Regular Plan - Growth
1 Month -6.77% -6.77% -5.75%
6 Month -0.73% -0.73% -1.21%
1 Year 11.03% 11.03% 11.68%
3 Year 8.56% 8.56% 16.76%
5 Year - - 24.64%

SIP Return Analysis

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month - - -
1 Year 4.51% 4.51% 3.65%
3 Year 15.5% 15.5% 22.73%
5 Year - - 26.67%

Rolling Lumpsum Returns

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 12.89% 12.89% 16.53%
3 Year 16.02% 16.02% 17.99%
5 Year - - 15.23%

Risk Management

Scheme Name PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 17.88% 17.88% 14.09%
Sharp 0.6% 0.6% 0.83%
Beta 0.8% 0.8% 0.75%
Alpha -5.4% -5.4% 0.89%

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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 Sundaram Small Cap Fund Regular Plan - Growth
Name Puneet Pal Puneet Pal Rohit Seksaria
Total AUM ₹20950 Cr ₹20950 Cr ₹0 Cr
Fund Manage 19 19 15
PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.49 2.49 4.61
Small Cap 82.11 82.11 85.31
Mid Cap 15.4 15.4 6.85
Large Cap - - 3.23

Sector Allocation

Scheme Name

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 0.71 0.71 4.61
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 4.26
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 - - 3.42
Capital Markets - - 7.76
Auto Components - - 5.11
IT - Services - - 4.96
Industrial Manufacturing - - 0.86
Chemicals & Petrochemicals - - 3.04
Banks - - 7.91
Consumer Durables - - 8.18
Petroleum Products - - 0.95
Pharmaceuticals & Biotechnology - - 4.78
IT - Software - - 4.07
Personal Products - - 2.27
Agricultural Food & other Products - - 0.94
Industrial Products - - 10.56
Fertilizers & Agrochemicals - - 1.69
Finance - - 5.47
Electrical Equipment - - 2.09
Automobiles - - 0.83
Healthcare Services - - 3.54
Entertainment - - 1.4
Gas - - 1.7
Leisure Services - - 3.37
Cement & Cement Products - - 1.67
Other Consumer Services - - 1.06
Insurance - - 0.59
Transport Services - - 0.28
Textiles & Apparels - - 0.83
Beverages - - 1.8

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