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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 | -14.37% | -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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