Pgim India Small Cap Fund Regular Plan Growth

14.16
NAV (Apr 26,2024)

Introducing the PGIM India Small Cap Fund - Regular Plan - Growth. This fund aims to generate long-term capital appreciation by investing predominantly in small-cap stocks. With an expense ratio of 2.07%, investors can enjoy the potential growth opportunities offered by small-cap companies. The fund has a minimum investment requirement of INR 5,000 and no lock-in period. Established on July 29, 2021, the PGIM India Small Cap Fund is a promising option for those looking to harness the potential of small-cap stocks.

Pgim India Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    49.09
  • P/B Ratio
    UM_URBAN_MONEY

    8.98
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.60
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.10%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1373.07 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,614.69 (6.15%)11,949.37 (19.49%)13,937.01 (39.37%)-- (--)-- (--)
31,844.07 (6.15%)35,848.11 (19.49%)41,811.03 (39.37%)-- (--)-- (--)
53,073.45 (6.15%)59,746.85 (19.49%)69,685.05 (39.37%)-- (--)-- (--)
84,917.52 (6.15%)95,594.96 (19.49%)1,11,496.08 (39.37%)-- (--)-- (--)
1,06,146.9 (6.15%)1,19,493.7 (19.49%)1,39,370.1 (39.37%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd4.42%
  • Rainbow Children s Medicare Ltd3.34%
  • Blue Star Ltd3.17%
  • Triveni Turbine Ltd3.06%
  • Global Health Ltd3.06%
  • KEI Industries Ltd2.96%
  • One Wam Ltd2.95%
  • Multi Commodity Exchange Of India Ltd2.91%
  • Central Depository Services I Ltd2.88%
  • Creditaccess Grameen Ltd2.86%
  • C E Info Systems Ltd2.75%
  • Sapphire Foods India Ltd2.72%
  • JB Chemicals & Pharmaceuticals Ltd2.63%
  • Indiamart Intermesh Ltd2.50%
  • Equitas Small Finance Bank Ltd2.41%
  • Blue Dart Express Ltd2.36%
  • Krishna Inst of Medical Sciences Ltd2.34%
  • Poonawalla Fincorp Ltd2.29%
  • CSB Bank Ltd2.23%
  • Doms Industries Ltd2.15%
  • Ratnamani Metals & Tubes Ltd2.14%
  • Go Fashion India Ltd2.14%
  • Sanofi India Ltd2.10%
  • Aavas Financiers Ltd2.09%
  • Happiest Minds Technologies Ltd2.06%
  • Bikaji Foods International Ltd1.94%
  • Coforge Ltd1.91%
  • Landmark Cars Ltd1.91%
  • Dixon Technologies India Ltd1.90%
  • Aptus Value Housing Finance India Ltd1.88%
  • Teamlease Services Ltd1.84%
  • ZF Commercial Vehicle Ctrl Sys Ind Ltd1.84%
  • Eureka Forbes Ltd1.75%
  • CCL Products India Ltd1.73%
  • Tube Investments Of India Ltd1.69%
  • Bharat Rasayan Ltd1.66%
  • JK Lakshmi Cement Ltd1.55%
  • Kirloskar Pneumatic Co Ltd1.47%
  • Timken India Ltd1.30%
  • MRS Bectors Food Specialities Ltd1.24%
  • Greenply Industries Ltd1.19%
  • Home First Finance Company India Ltd0.82%
  • RHI Magnesita India Ltd0.80%
  • Sai Silk Kalamandir Ltd0.76%
  • Motherson Sumi Wiring India Ltd0.74%
  • Clean Science and Technology Ltd0.74%
  • Tatva Chintan Pharma Chem Ltd0.72%
  • Vinati Organics Ltd0.70%
  • DAYS TBILL RED0.46%
  • Divgi Torqtransfer Systems Ltd0.45%
  • Oriental Aromatics Ltd0.28%
  • Net Receivables Payables0.20%
  • Jupiter Life Line Hospitals Ltd0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

25.95%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.98%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

23.45%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.11%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.64%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.14%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

16.58%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.99%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

72.00%

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

56.11%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

52.15%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.04%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

46.76%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

39.32%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.36%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.73%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

32.55%

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.27%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

29.50%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.84%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

28.53%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

26.30%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

30.40%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.26%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

26.06%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.60%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.15%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.95%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

23.73%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

Fund Managers

UM

Mr. Utsav MehtaVice President - Fund Manager

Over 13 years of experience in Equity market, research and fund management.

SV

Mr. Sharma VivekAssistant Fund Manager - Equity

Collectively over 15 years of experience in Indian financial markets, primarily in equity research.

VP

Mr. Vinay PahariaAssociate Portfolio Manager

Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

HK

Mr. Harsh KothariFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

PGIM India Small Cap Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money