PGIM India Small Cap Fund

AMC: PGIMINDIA Moderate Risk Equity Small Cap

📊 Quick Summary Of This Page

PGIM India Small Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.79%
Expense Ratio
Mr. Vinay Paharia
Fund Manager
Growth
Plan Type
09 Jul 2021
Launch Date
0.50%
For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL.
Exit Load
NAV Momentum
Fund Analysis

PGIM India Small Cap Fund does not yet have a 5-year performance history.

The average return for Small Cap funds is 118.22% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 25.81% 0.08%
2 Year Return 50.50% 17.32%
3 Year Return 60.18% 49.36%
4 Year Return N/A 81.21%
5 Year Return N/A 118.22%
6 Year Return N/A 190.34%
7 Year Return N/A 216.58%
Expense Ratio 1.79% -
NAV History
Fund Information

AMC: PGIMINDIA

Category: Equity • Small Cap

Launch Date: 09 Jul 2021

Fund Manager: Mr. Vinay Paharia

Minimum Purchase: ₹5,000

Exit Load: For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL.

Lock-in: 0

Risk: Moderate Risk

About This Fund

PGIM India Small Cap Fund is managed by PGIMINDIA and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

PGIM India Small Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of PGIM India Small Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

PGIM India Small Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in PGIM India Small Cap Fund, based on the latest portfolio data.

PGIM India Small Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of PGIM India Small Cap Fund is , which represents the annual cost charged for managing the fund.

PGIM India Small Cap Fund manages assets worth approximately , representing the total investor capital under management.

PGIM India Small Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

PGIM India Small Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, PGIM India Small Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

PGIM India Small Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing PGIM India Small Cap Fund and making investment decisions.

Yes, PGIM India Small Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

PGIM India Small Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of PGIM India Small Cap Fund to estimate returns and wealth creation over different time periods.