Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.87
NAV (Oct 28)
Last 1Y | 31.9% |
Last 3Y | 13.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.3% |
6 Month CAGR | 12.1% |
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Expense Ratio | 2.06% |
Launched 3Y ago | 2021-07-29 |
AUM in Crores | 1605.1 |
ISIN | INF663L01W30 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.6 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
PGIM India Small Cap Fund (G) | 10,21,703 | 2,89,091 | 13.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Others
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3.33%Triveni Turbine Ltd.
3.04%Blue Star Ltd.
2.92%DOMS Industries Ltd.
2.91%Healthcare
12.96%Consumer Staples
11.3%Capital Goods
11.07%Services
10.96%Financial
10.79%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
PGIM India Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
3.2% | 10.6% | ||
13.2% | 18.2% | ||
9.5% | 13.8% | ||
5.7% | 7.7% | ||
12.7% | 14.5% |
PGIM India Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 15.26% over 3 years. The fund has grown over a period of 3 years. The fund is managed by PGIM India Mutual Fund. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Gindodia, Harsh Kothari, Ojasvi Khicha, Puneet Pal, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Small Cap Fund (G) as of 10/28/2024 is ₹15.87 with the total AUM as of 10/29/2024 is ₹1605.07. 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 2021-07-29.
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 NIFTY Smallcap 250 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Small Cap Fund (G).
What is PGIM India Small Cap Fund (G)?
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.
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 2.06% for regular plan.
What is the NAV of PGIM India Small Cap Fund (G)?
Today's PGIM India Small Cap Fund (G) NAV is ₹15.87.