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  • PGIM India Small Cap Fund (Growth)
PGIM Mutual Funds

PGIM India Small Cap Fund (Growth)

EquitySmall Cap

11.29

NAV (Nov 25)

9.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.29

NAV (Nov 25)

Fund Returns

Last 1Y

0.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

9.6%

6 Month CAGR

18.1%

Scheme Information

Investment Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Expense Ratio

2.1

Launched (1y ago)

Jul 29, 2021

AUM in Crores

2132.305

ISIN

INF663L01W30

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Bhupesh Kalyani

Fund Manager

Puneet Pal

Fund Manager

Rahul Jagwani

Fund Manager

Ravi Adukia

Fund Manager

Aniruddha Naha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

timken india ltd

3.7%
3.7%

city union bank ltd

3.7%
3.7%

radico khaitan ltd

3.6%
3.6%

tvs motor co ltd

3.1%
3.1%

route mobile ltd ordinary shares

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

27.3%
27.3%

consumer cyclical

19.9%
19.9%

financial services

16.5%
16.5%

basic materials

10.4%
10.4%

real estate

5.9%
5.9%
See all sectors

Compare PGIM India Small Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,433 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

  • 022-61593000
  • care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    9.8%

    7.9%

    23.5%

    13.1%

    36.3%

    18.2%

    21.8%

    12.2%

    21.8%

    12.2%

    PGIM India Small Cap Fund (G) Review

    PGIM India Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 9.6% over a period of 1 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Aniruddha Naha, Bhupesh Kalyani, Puneet Pal, Rahul Jagwani, Ravi Adukia.

    Nav of PGIM India Small Cap Fund (G) as of 11/25/2022 is ₹11.29 with the total AUM as of 11/26/2022 is ₹2132.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Small Cap Fund (G) was launched on Jul 29, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for PGIM India Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    PGIM India Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.

    PGIM India Small Cap Fund (G) is rated as a 0 fund in Equity and delivered 0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Small Cap Fund (G).

    Frequently Asked Questions

    What is PGIM India Small Cap Fund (G)?

    PGIM India Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in PGIM India Small Cap Fund (G)?

    You can invest in PGIM India Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of PGIM India Small Cap Fund (G)?

    The minimum sip amount for PGIM India Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is PGIM India Small Cap Fund (G) good to invest in?

    As per Scripbox experts, PGIM India Small Cap Fund (G) is a Not Reviewed Yet fund. You can investPGIM India Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the PGIM India Small Cap Fund (G)?

    The expense ratio of the PGIM India Small Cap Fund (G) is 2.1% for regular plan.