PGIM India Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 17.76 | 16.2 | 13.22 | N/A |
| Average Rolling Returns(%) | 12.92 | 14.00 | N/A | N/A |
The Current NAV of PGIM India Small Cap Fund - Growth - Direct Plan is ₹20.34.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
PGIM India Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.56%
The process for redemption is
The AUM of PGIM India Small Cap Fund - Growth - Direct Plan is currently ₹1,794 Crores.
The Top three stocks are TBO Tek, Sansera Engineering and Krishna Inst.Medi and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 26% of fund’s portfolio respectively.
Top three sectors of PGIM India Small Cap Fund - Growth - Direct Plan fund are BFSI, Healthcare and Auto accounting for 41% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of PGIM India Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Utsav Mehta and Sharma Vivek manage the PGIM India Small Cap Fund - Growth - Direct Plan Fund.
PGIM India Small Cap Fund - Growth - Direct Plan current PE ratio is 66.13 and PB ratio is 9.52
The asset allocation of PGIM India Small Cap Fund - Growth - Direct Plan is Stocks : 97.43%, Debt : 2.61% and Gold : 0%
The minimum SIP amount for PGIM India Small Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for PGIM India Small Cap Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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