April 7, 2026
RA Jainee
PGIM India Small Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.56 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 12.25 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 5 |
| Benchmark | NIFTY Smallcap 250 TRI |
| AUM Rs. | 1,489 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| 1 Year Return (%) | 2.57 |
| 3 Year Return (%) | 14.00 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 9.91% |
⚖️ Sahifund Review – PGIM India Small Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Fund Manager:
1) Utsav Mehta
Education: Mr. Mehta has done B.Com and CFA
Experience: Prior to joining PGIM Mutual Fund, he has worked with Edelweiss Asset Management Ltd and Ambit Capital
2) Vinay Paharia
Education: Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience: Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
3) Vivek Sharma
Education: Mr. Sharma is a PGDM Finance
Experience: Prior to joining PGIM India Asset Management Pvt. Ltd. – Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. – Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate – Investment Banking.
4) Puneet Pal
Education: Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
Experience: Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 5 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of PGIM India Small Cap Fund
| Fund House | PGIM India Mutual Fund |
| Launch Date | 29-Jul-21 |
| Return Since Launch | 9.91% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,489 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| (As on 31-Mar-2026) | |
| Risk Grade | Average |
| Return Grade | Low |
| Turnover | 38.00% |
PGIM India Small Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| PGIM India Small Cap Dir | -9.59 | -0.51 | -5.01 | -10.11 | -10.27 | 2.57 | 14.00 | — | — | — |
| BSE 250 SmallCap TRI | -12.27 | 0.06 | -5.31 | -12.93 | -13.29 | -3.08 | 17.65 | — | — | — |
| Equity: Small Cap | -10.29 | -0.11 | -5.23 | -11.00 | -10.60 | -0.58 | 18.46 | — | — | — |
| Rank within category | 17 | 44 | 18 | 14 | 23 | 11 | 26 | — | — | — |
| Number of funds in category | 50 | 53 | 51 | 50 | 47 | 44 | 29 | 23 | 18 | 11 |
Peer Comparison of PGIM India Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| PGIM India Small Cap Dir | 1 star | 2.57 | 14.00 | — | 0.61 | 1,489 | 9.91 | 0.50 (90) | 4Y 8M | 38.00 |
| Nippon India Small Cap Dir | 4 star | 0.70 | 19.25 | 21.18 | 0.67 | 67,642 | 22.93 | 1.00 (365) | 13Y 3M | 15.00 |
| HDFC Small Cap Dir | 4 star | 1.20 | 16.31 | 18.93 | 0.80 | 37,424 | 17.81 | 1.00 (365) | 13Y 3M | 7.80 |
| Quant Small Cap Dir | 4 star | -0.62 | 19.09 | 23.07 | 0.83 | 27,654 | 16.16 | 1.00 (365) | 13Y 3M | 151.00 |
| Axis Small Cap Dir | 4 star | 0.16 | 16.67 | 17.93 | 0.56 | 26,008 | 21.48 | 1.00 (365) | 12Y 4M | 38.00 |
PGIM India Small Cap Fund Portfolio
| No. of Stocks | 66 |
| Top 10 Stocks | 26.37% |
| Top 5 Stocks | 14.81% |
| Top 3 Sectors | 52.54% |
| Portfolio P/B Ratio | 5.90 |
| Portfolio P/E Ratio | 40.46 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 21,949 | 19,151 |
| Giant (%) | — | 6.54 |
| Large (%) | 4.24 | 7.48 |
| Mid (%) | 22.60 | 13.67 |
| Small (%) | 73.16 | 84.01 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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