- Mutual Funds
- PGIM Mutual Funds
- PGIM India Small Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.86
NAV (Jun 2)
Fund Returns
Last 1Y | 6.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4.6% |
6 Month CAGR | -5.4% |
Scheme Information
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Expense Ratio | 2.07 |
Launched (2y ago) | Jul 29, 2021 |
AUM in Crores | 2015.554 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Small Cap Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd.
12.5%icici bank ltd
3.4%j.b. chemicals & pharmaceuticals ltd shs dematerialised
3.1%krishna institute of medical sciences ltd
3.1%tube investments of india ltd ordinary shares
3%Allocation by Sector
financial services
23.1%industrials
19.7%healthcare
12.7%basic materials
10.7%consumer cyclical
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37.6% | 17.2% | ||
37% | 16.5% | ||
37% | 16.5% | ||
27.7% | 12.5% | ||
9% | 9% |
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 4.6% over a period of 1 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Ojasvi Khicha, Puneet Pal, Vinay Paharia.
Nav of PGIM India Small Cap Fund (G) as of 6/2/2023 is ₹10.86 with the total AUM as of 6/3/2023 is ₹2015.554. 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 6.6% 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)?
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 2.07% for regular plan.