PGIM India Small Cap Fund

Equity · Small Cap
1,000
Min SIP
5,000
Min Lumpsum
0.39 %
Expense Ratio
Rating
2,027
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.6% - - 6.6%
Category Average 15.5% 40.3% 11.8% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
3.39%
J B Chem & Pharm
3.07%
Krishna Institu.
3.06%
CreditAcc. Gram.
3.03%
C D S L
3.02%
Others
84.43%
Industrial Products
13.47%
Debt
12.99%
Finance
8.57%
Capital Markets
8.27%
Banks
7.53%
Others
49.17%
Equity
87.18%
Reverse Repos
12.55%
T-Bills
0.44%
Net Curr Ass/Net Receivables
-0.16%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

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

Fund Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Fund Managers

Vinay Paharia

With over 16 years of experience in the financial services industry, Mr. Vinay Paharia commenced his career at Global Stockbroking Pvt. Ltd. as an equity research analyst and is currently working at Union Management Co. Pvt. Ltd. as its Chief Investment Officer. Academically, Mr. Vinay Paharia has an MMS degree in Finance from Welingkar Institute of Management and holds a CFA from the Institute of Chartered Financial Analyst of India. Mr. Paharia’s vast experience has given him a deep understanding of the mutual funds market. He currently manages more than nine Union Mutual Fund schemes with an aggregated AuM of Rs. 1,793 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
16,492 Cr
Address:
4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in

Frequently Asked Questions

How to invest in PGIM India Small Cap Fund ?

You can invest in PGIM India Small Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for PGIM India Small Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of PGIM India Small Cap Fund ?

The NAV of PGIM India Small Cap Fund is ₹11.2 as of 02 June 2023.

How to redeem PGIM India Small Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of PGIM India Small Cap Fund?

The minimum SIP amount of PGIM India Small Cap Fund is ₹1000

What are the top sectors PGIM India Small Cap Fund has invested in??

The top sectors PGIM India Small Cap Fund has invested in are
  1. ICICI Bank - 3.39%
  2. J B Chem & Pharm - 3.07%
  3. Krishna Institu. - 3.06%
  4. CreditAcc. Gram. - 3.03%
  5. C D S L - 3.02%

How much returns have PGIM India Small Cap Fund generated ?

The PGIM India Small Cap Fund has delivered 6.6% since inception

What is the expense ratio of PGIM India Small Cap Fund ?

The expense ratio of PGIM India Small Cap Fund is 0.39 % as of 02 June 2023.

What is the AUM of PGIM India Small Cap Fund?

The AUM of PGIM India Small Cap Fund is ₹16,492 Cr as of 02 June 2023

What are the top stock holdings of PGIM India Small Cap Fund?

The top stock holdings of PGIM India Small Cap Fund are
  1. ICICI Bank - 3.39%
  2. J B Chem & Pharm - 3.07%
  3. Krishna Institu. - 3.06%
  4. CreditAcc. Gram. - 3.03%
  5. C D S L - 3.02%
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