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 Very High Very High
Asset Size (Cr) ₹1516 Cr ₹1516 Cr ₹3333 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 10 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 2.07 2.07 1.93
Manager Puneet Pal Puneet Pal Rohit Seksaria
ISIN Code INF663L01W30 INF663L01W30 INF903J01470
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 4.63% 4.63% 8.67%
6 Month 19.71% 19.71% 20.83%
1 Year 37.62% 37.62% 39.62%
3 Year 17.91% 17.91% 23.91%
5 Year - - 30.62%

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 12.26% 12.26% 16.31%
3 Year 27.15% 27.15% 48.22%
5 Year 27.15% 27.15% 111.75%

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 13.84% 13.84% 32.21%
3 Year 34.11% 34.11% 81.53%
5 Year 34.11% 34.11% 119.87%

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% 1.12%
Beta 0.8% 0.8% 0.74%
Alpha -5.4% -5.4% 2.08%

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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

Small Cap 82.11 82.11 76.79
Mid Cap 15.4 15.4 8.71
Others 2.49 2.49 6.79
Large Cap - - 7.72

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

Consumer Discretionary 5.2 5.2 5.01
Financial 20.26 20.26 24.44
Construction 4.17 4.17 6.33
Services 14.07 14.07 11.54
Capital Goods 10.52 10.52 10.59
Healthcare 12.35 12.35 8.1
Technology 6.37 6.37 8.31
Consumer Staples 9.8 9.8 6.04
Metals & Mining 4.79 4.79 2.72
Chemicals 5.86 5.86 2.36
Materials 3.19 3.19 4.69
Others 0.71 0.71 2.48
Automobile 2.06 2.06 3.14
Textiles 0.65 0.65 1.12
Unclassified - - 1.94
Energy - - 1.2

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