PGIM India Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Tata Small Cap Fund-Regular Plan-Growth | 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 | Average |
| Asset Size (Cr) | ₹9464 Cr | ₹1565 Cr | ₹1565 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 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 | 4.59% | 119% | 119% |
| Expense Ratio | 1.7 | 2.06 | 2.06 |
| Manager | Chandraprakash Padiyar | Puneet Pal | Puneet Pal |
| ISIN Code | INF277K015O2 | INF663L01W30 | INF663L01W30 |
| Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | 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 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -11.81% | -9.01% | -9.01% |
| 6 Month | -7.93% | -4.38% | -4.38% |
| 1 Year | 14.22% | 10.16% | 10.16% |
| 3 Year | 19.75% | 9.01% | 9.01% |
| 5 Year | 27.25% | - | - |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 19.06% | 13.94% | 13.94% |
| 3 Year | 30.21% | 19.16% | 19.16% |
| 5 Year | 32.74% | - | - |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 27.86% | 12.89% | 12.89% |
| 3 Year | 30.27% | 16.02% | 16.02% |
| 5 Year | 27.96% | - | - |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 13.28% | 17.88% | 17.88% |
| Sharp | 1.35% | 0.6% | 0.6% |
| Beta | 0.67% | 0.8% | 0.8% |
| Alpha | 5.5% | -5.4% | -5.4% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Chandraprakash Padiyar | Puneet Pal | Puneet Pal |
| Total AUM | ₹15627 Cr | ₹20950 Cr | ₹20950 Cr |
| Fund Manage | 3 | 19 | 19 |
| Tata Small Cap Fund-Regular Plan-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 7.66 | 2.49 | 2.49 |
| Small Cap | 84.36 | 82.11 | 82.11 |
| Mid Cap | 7.98 | 15.4 | 15.4 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 7.66 | 0.71 | 0.71 |
| Pharmaceuticals & Biotechnology | 5.08 | - | - |
| Industrial Products | 16.54 | - | - |
| Leisure Services | 3.28 | - | - |
| Healthcare Services | 4.07 | - | - |
| Banks | 4.78 | - | - |
| Capital Markets | 4.13 | - | - |
| IT - Software | 2.22 | - | - |
| Power | 0.1 | - | - |
| Consumer Durables | 4.02 | - | - |
| IT - Hardware | 1.77 | - | - |
| Transport Services | 2.04 | - | - |
| Household Products | 0.75 | - | - |
| Agricultural Food & other Products | 1.76 | - | - |
| Auto Components | 4.17 | - | - |
| Diversified | 3.31 | - | - |
| Realty | 4.93 | - | - |
| Chemicals & Petrochemicals | 9.99 | - | - |
| Retailing | 1.02 | - | - |
| Transport Infrastructure | 2.26 | - | - |
| Fertilizers & Agrochemicals | 1 | - | - |
| Other Construction Materials | 0.59 | - | - |
| Commercial Services & Supplies | 5.86 | - | - |
| Industrial Manufacturing | 2.04 | - | - |
| Textiles & Apparels | 2.34 | - | - |
| Ferrous Metals | 1.36 | - | - |
| Beverages | 2.93 | - | - |
| 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 |
| 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 |
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