PGIM India Small Cap Fund vs Tata Small Cap Fund compare

Tata Small Cap Fund-Regular Plan-Growth

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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Overview

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	Very High
Asset Size (Cr)	₹7868 Cr	₹1516 Cr	₹1516 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	02 Nov 2018	29 Jul 2021	29 Jul 2021
Category	Small Cap	Small Cap	Small Cap
Fund Type	Close 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	1.72	2.07	2.07
Manager	Chandraprakash Padiyar	Puneet Pal	Puneet Pal
ISIN Code	INF277K015O2	INF663L01W30	INF663L01W30
Exits Load	For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365	Exit load of 0.5%, if redeemed within 90 days./365	Exit load of 0.5%, if redeemed within 90 days./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	-2.99%	-3.66%	-3.66%
6 Month	12.83%	10.77%	10.77%
1 Year	35.24%	21.23%	21.23%
3 Year	23.46%	11.91%	11.91%
5 Year	31.23%	-	-

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	-	-	-
3 Year	-	-	-
5 Year	-	-	-

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	6.71	2.49	2.49
Small Cap	91.58	82.11	82.11
Mid Cap	1.71	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	6.57	0.71	0.71
Healthcare	7.97	12.35	12.35
Financial	13.46	20.26	20.26
Metals & Mining	8.28	4.79	4.79
Services	13.52	14.07	14.07
Technology	5.24	6.37	6.37
Consumer Staples	7.52	9.8	9.8
Materials	6.51	3.19	3.19
Capital Goods	11.25	10.52	10.52
Construction	4.58	4.17	4.17
Chemicals	9.78	5.86	5.86
Automobile	1.54	2.06	2.06
Consumer Discretionary	1.31	5.2	5.2
Textiles	2.47	0.65	0.65