PGIM India Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular 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 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 | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹1413 Cr | ₹1413 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 | 2.07 | 2.07 |
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 |
Trailing Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | -3.16% | -4.89% | -4.89% |
6 Month | -20.63% | -19.89% | -19.89% |
1 Year | 14.44% | 7.02% | 7.02% |
3 Year | 20.19% | 7.96% | 7.96% |
5 Year | 29.22% | - | - |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -14.19% | -13.58% | -13.58% |
1 Year | -21.54% | -22.24% | -22.24% |
3 Year | 14.84% | 6.26% | 6.26% |
5 Year | 23.26% | - | - |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 28.19% | 14.05% | 14.05% |
3 Year | 29.82% | 13.85% | 13.85% |
5 Year | 28.63% | - | - |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 15.861% | 16.654% | 16.654% |
Sharp | 0.793% | 0.213% | 0.213% |
Beta | 0.736% | 0.772% | 0.772% |
Alpha | 3.356% | -6.132% | -6.132% |
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Fund Managers
Scheme Name | Tata Small Cap Fund Regular 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 |
Funds Managed | 3 | 19 | 19 |
Tata Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 4.72 | 3.55 | 3.55 |
Small Cap | 87.44 | 78.25 | 78.25 |
Mid Cap | 7.85 | 18.2 | 18.2 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 6.17 | 4.39 | 4.39 |
Healthcare | 10.9 | 15.98 | 15.98 |
Basic Materials | 18.67 | 16.05 | 16.05 |
Consumer Cyclical | 17.15 | 12.7 | 12.7 |
Financial Services | 8.57 | 11.38 | 11.38 |
Technology | 5.37 | 4.96 | 4.96 |
Real Estate | 4.36 | 1.94 | 1.94 |
Industrials | 24.31 | 21.18 | 21.18 |
Consumer Defensive | 3.65 | 7.82 | 7.82 |
Utilities | 0.85 | 0.69 | 0.69 |
Communication Services | - | 2.91 | 2.91 |
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