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Business News/Market/Market Stats/    PGIM India Small Cap Fund Regular Growth

PGIM India Small Cap Fund Regular Growth

+
Invest
Explore On
  • Equity
  • Small-Cap
  • Rating 1
  • Plan
16.66 -0.10 (-0.60%) NAV as on 18 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1487.37
  • CAGR 7.76%
  • Exit Load0.50%
  • Expense ratio2.09%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2021-07-29

Morning Star Rating 1

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 July 2025

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd.
  • 36.39
  • 2.33%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.77
  • Std Deviation 15.89%
  • Tracking Error 0.00%

About Fund

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

 

The PGIM India Small Cap Fund Regular Growth has an AUM of 1487.37 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.09%. The minimum investment in PGIM India Small Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Multi Commodity Exchange Of Ind, Solar Industries India, Krishna Instit Of Medical Scienc & Affle India.

 

The major sectors where the fund is invested are Chemical Manufacturing, Healthcare Facilities, Food Processing & Investment Services.

 

Some of the similar funds are ITI Small Cap Fund Regular Growth, Bank of India Small Cap Fund Regular Growth, Union Small Cap Fund Regular Growth, PGIM India Small Cap Fund Regular Growth, Baroda BNP Paribas Small Cap Fund Regular Growth. PGIM India Small Cap Fund Regular Growth has a sharpe ratio of 0.77 & a standard deviation of 15.89%.

Mutual Fund News

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4 min read . 12:08 PM IST

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1 min read . 19 Jul 2025

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3 min read . 19 Jul 2025

Sebi proposes review of categorisation of mutual fund schemes to avoid overlap

3 min read . 18 Jul 2025
View More News

FAQs about PGIM India Small Cap Fund Regular Growth

According to the morning star rating PGIM India Small Cap Fund Regular Growth has a Medium risk & Exceptional return.
PGIM India Small Cap Fund Regular Growth is managed by Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma.
The expense ratio of PGIM India Small Cap Fund Regular Growth is 2.09%.
The 5 year annualized return on PGIM India Small Cap Fund Regular Growth is 0.00% & it has generated 7.76% in the last 1 year.
The minimum investment in PGIM India Small Cap Fund Regular Growth is 5000 Rs.
PGIM India Small Cap Fund Regular Growth has an AUM of 1487.37 crores.
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