- Mutual Funds
- PGIM India Mutual Fund
- PGIM India Small Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.93
NAV (Oct 15)
Fund Returns
Last 1Y | 35.5% |
Last 3Y | 13.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.4% |
6 Month CAGR | 20.6% |
Scheme Information
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Expense Ratio | 2.07 |
Launched (0y ago) | 2.07 |
AUM in Crores | 1605.1 |
ISIN | INF663L01W30 |
Lock-in | - |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Small Cap Fund (G) | 10,22,501 | 2,89,889 | 13.5% | |
| 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
Others
3.4%Central Depository Services (India) Ltd.
3.3%Triveni Turbine Ltd.
3%Blue Star Ltd.
2.9%DOMS Industries Ltd.
2.9%Allocation by Sector
Financial
12.8%Capital Goods
11.3%Services
11.2%Healthcare
11.1%Consumer Staples
10.5%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
PGIM India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.3% | 10.7% | ||
13.9% | 18.9% | ||
9.7% | 14.4% | ||
5.6% | 7.7% | ||
13.3% | 15.1% |
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 17.367% 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 10/15/2024 is ₹16.93 with the total AUM as of 10/16/2024 is ₹1605.0681. 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 category risk of the fund is Above Average.
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.
It is rated as a null fund in Equity and delivered 35.46% 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, it is a fund. You can invest in it 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.
What is the NAV of PGIM India Small Cap Fund (G)?
Today's PGIM India Small Cap Fund (G) NAV is ₹16.93.