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PGIM India Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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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 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 -14.37% -13.12% -13.12%
1 Year -23.24% -23.13% -23.13%
3 Year 13.9% 5.79% 5.79%
5 Year 22.43% - -

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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