Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
PGIM India Small Cap Fund - Direct Plan
|
Very High
|
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0.52 |
|||
Very High
|
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0.64 |
||||
Very High
|
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0.64 |
||||
Very High
|
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0.55 |
||||
Very High
|
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0.32 |
₹1,533 Cr
0.50 (90)
5,000
1,000
1,000
5
Investment Strategy
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
PGIM India Small Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, PGIM India Small Cap Fund - Direct Plan fund can be purchased from the website of PGIM India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of PGIM India Small Cap Fund - Direct Plan is ₹16.4100 as of 14-Aug-2024.
The AUM of PGIM India Small Cap Fund - Direct Plan Fund is ₹1,533 Cr as of 31-Jul-2024
The riskometer level of PGIM India Small Cap Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
3.33
|
|
3.04
|
|
2.92
|
|
2.91
|
|
2.75
|
As of 31-Jul-2024, PGIM India Small Cap Fund - Direct Plan had invested 94.88% in Equity, 3.82% in Debt and 1.3% in Cash & Cash Eq. See More
PGIM India Small Cap Fund - Direct Plan is 3 years 0 months old. It has delivered 17.67% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
33.64%
|
17.93%
|
--
|
--
|
--
|
17.67%
|
No, There is no lock in period in PGIM India Small Cap Fund - Direct Plan.
The expense ratio of PGIM India Small Cap Fund - Direct Plan is 0.52.