- Mutual Funds
- PGIM Mutual Funds
- PGIM India Small Cap Fund (RIDCW-A)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.77
NAV (Apr 25)
Fund Returns
Last 1Y | 39% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.5% |
6 Month CAGR | 18.7% |
Scheme Information
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Expense Ratio | 2.1 |
Launched (3y ago) | Jul 29, 2021 |
AUM in Crores | 1373.078 |
ISIN | INF663L01W55 |
Lock-in | No Lock-in |
Benchmark | 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
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Small Cap Fund (RIDCW-A) | 21,02,520 | 13,69,908 | 39% | |
| 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.
4.4%rainbow childrens medicare ltd
3.3%blue star ltd
3.2%triveni turbine ltd
3.1%global health ltd
3.1%Allocation by Sector
financial services
23.3%industrials
20.8%healthcare
13.5%consumer cyclical
10.6%technology
10.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.3% | 10% | ||
6.3% | 7.7% | ||
6.3% | 7.7% | ||
16% | 13.5% | ||
5.5% | 7.1% |
PGIM India Small Cap Fund (RIDCW-A) Review
PGIM India Small Cap Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 13.5% over a period of 2 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Gindodia, Harsh Kothari, Puneet Pal, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Small Cap Fund (RIDCW-A) as of 4/25/2024 is ₹13.77 with the total AUM as of 4/26/2024 is ₹1373.078. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Small Cap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 TR INR.
PGIM India Small Cap Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered 39% 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 (RIDCW-A).
Frequently Asked Questions
What is PGIM India Small Cap Fund (RIDCW-A)?
How to invest in PGIM India Small Cap Fund (RIDCW-A)?
You can invest in PGIM India Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for PGIM India Small Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Small Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, PGIM India Small Cap Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investPGIM India Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the PGIM India Small Cap Fund (RIDCW-A) is 2.1% for regular plan.