QUICK FUND SUMMARY
PGIM India Small Cap Fund Growth is an equity mutual fund managing assets worth ₹1,673.64 Cr. The current NAV is ₹18.70 as of Aug 27. It has delivered a 5-year CAGR of 13.51%. Investors can start with a minimum SIP amount of ₹1,000. The fund primarily holds Krishna Institute of Medical Sciences Ltd, Navin Fluorine International Ltd., Multi Commodity Exchange Of India Ltd., Sansera Engineering Ltd. and MTAR Technologies Ltd..
PGIM India Small Cap Fund Details
Fund Size | ₹1,673.64 Cr |
Type | Equity: Small Cap |
Minimum Investment | ₹1,000 |
NAV (Aug 27) | ₹18.70 |
Plan Type | Regular |
Launch Date | 29 Jul 2021 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.38% |
Withdrawal Charge | Exit load of 0.5%, if redeemed within 90 days. |
PGIM India Small Cap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
No Data
PGIM India Small Cap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 PGIM India Small Cap Fund | +15.22% | +16.44% | +13.51% |
 Nippon India Small Cap Fund | +12.03% | +16.37% | +19.71% |
 HDFC Small Cap Fund | -0.37% | +11.12% | +15.47% |
 Tata Small Cap Fund | -1.17% | +11.33% | +14.38% |
Returns Calculator
Monthly Investment
Time Period
Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹992
Your Total Value could have reached:
₹4,592
PGIM India Small Cap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on PGIM India Small Cap Fund
PGIM India Small Cap Fund is a Growth Equity mutual fund managed by PGIM Mutual Fund. It follows a High Momentum investment strategy.
The current NAV of PGIM India Small Cap Fund is ₹18.70 as of Aug 27.
You can invest in PGIM India Small Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for PGIM India Small Cap Fund is ₹1,000.
The expense ratio of PGIM India Small Cap Fund is 2.38%.
PGIM India Small Cap Fund has an exit load as follows: exit load of 0.5%, if redeemed within 90 days.
Short-term capital gains (STCG) on PGIM India Small Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.