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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | 56.97 | 1.36 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 52.41 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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Nifty Smallcap 250 - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India Small Cap Fund | 27.11% | 16.09% | 17.87% |
Nippon India Small Cap Fund | 36.71% | 30.09% | 27.48% |
HDFC Small Cap Fund | 29.08% | 25.89% | 21.41% |
SBI Small Cap Fund | 30.62% | 21.20% | 26.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
3.35 %
Holdings
3.22 %
Holdings
3.07 %
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
23
Total AUM
₹ 25,448.37 Cr.
Utsav Mehta
AUM: ₹15,206.32 Cr.
|
Exp: 13yrs
Sharma Vivek
AUM: ₹20,883.90 Cr.
|
Exp: 15yrs
Vinay Paharia
AUM: ₹22,174.70 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,633.01 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Why is now the right time to invest in Small Caps
3 years ago•PGIM India Mutual Fund
Watch Ajit Menon talk about the features and investment strategy of PGIM India Small Cap Fund
3 years ago•PGIM India Mutual Fund
Know Why is now the right time to invest in Small Caps - Expert Aniruddha Naha, Senior Fund Manager
3 years ago•PGIM India Mutual Fund
Investment Framework of PGIM India Small Cap Fund
3 years ago•PGIM India Mutual Fund
Benefits of investing in PGIM India Small Cap Fund
3 years ago•PGIM India Mutual Fund
Ajit Menon, CEO, PGIM India Mutual Fund interview on PGIM India Small Cap Fund NFO
3 years ago•PGIM India Mutual Fund
Salient Features of PGIM India Small Cap Fund
3 years ago•PGIM India Mutual Fund
Debunk the myths of investing in Small Caps
3 years ago•PGIM India Mutual Fund
Looking for a reason to invest in PGIM India Small Cap Fund
3 years ago•PGIM India Mutual Fund
Want to know why Small Caps can be a beneficial addition to your portfolio?
3 years ago•PGIM India Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%