PGIM India Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

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₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
29 Jul 2021
4.2 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹17.71
-0.673% (-0.10)
AUM
₹1,583 Cr
Expense ratio
0.55%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 90D

0.5%

If units sold after 90D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Industrials

Industrials

19.27%
Basic Materials

Basic Materials

17.22%
Healthcare

Healthcare

16.74%
Consumer Cyclical

Consumer Cyclical

15.52%
Financial Services

Financial Services

12.00%

Fund House

PGIM

PGIM

Inc: 21 Jan 2003 • Total AUM: ₹26,276 Cr • Rank #26
PGIM India Mutual Fund, started in 2016, has Prudential Financial Inc as its sponsors. The fund house is headed by Ajit Menon as the CEO. As of 31 March 2024, it has an AUM of ₹23,973 Cr. The fund house has a network across 27 cities and tie-ups with 8,000+ distributors.

Fund Managers

Vinay Paharia

Experience: 7.45 yrs • Total AUM: 1,44,114 Cr

Puneet Pal

Experience: 7.77 yrs • Total AUM: 1,71,226 Cr

Utsav Mehta

Experience: 1.89 yrs • Total AUM: 94,752 Cr

Vivek Sharma

Experience: 1.43 yrs • Total AUM: 1,38,619 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.