PGIM Small Cap Fund

PGIM Small Cap Fund is an equity fund launched by PGIM India Mutual Fund House on 29 July 2021. The fund invests a minimum of 65% of its corpus in equity and equity-related instruments of small-cap companies. It provides you with exposure to the small-cap segment of the stock market. PGIM Small Cap Fund is an excellent option for investors who seek long-term growth opportunities within the small-cap equity space.

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This article will help you to learn the key insights of the PGIM Small Cap Fund in detail.

About PGIM Small Cap Fund

The PGIM Small Cap Fund is an investment option offered by PGIM Mutual Fund House. This fund focuses on investing in smaller companies, which are typically ranked 251st and beyond in market capitalisation. These firms have the potential to experience faster revenue growth compared to their larger counterparts.

The PGIM Small Cap Fund actively seeks out companies with promising growth prospects led by top-notch management, a solid track record, and strong financials.

It maintains a varied portfolio of rapidly expanding and inventive companies that span across different sectors.

PGIM Small Cap Fund is a good choice for investors who seek opportunities for long-term growth of at least 5 years or more in smaller businesses.

Overview of PGIM Small Cap Fund

Particulars Details
Fund Name PGIM Small Cap Fund
Fund House PGIM India Mutual Fund House
Launched On 29 July 2021
Asset Under Management (AUM) Rs. 1,709.08 Crores
Benchmark Index Nifty Small-cap 250 TRI
Risk Category Very High
Investment Objective
  • Aim for long-term growth by mainly investing in small-cap company stocks and related assets.
  • Please note that while PGIM India Mutual Fund strives for this objective, but there are no guarantees or indications of specific returns.
Fund Options
  • Regular Growth
  • Direct Growth
Net Asset Value (as of 09 October 2023)
  • PGIM Small Cap Fund – Regular Growth: Rs. 12.31
  • PGIM Small Cap Fund – Direct-Growth: Rs. 12.81
Asset Allocation
  • Domestic Equities: 91.79%
  • Debt Securities: 0.37% 
  • Other Holdings: 7.84%
Market Cap Allocation
    • Small Cap: 41.74%
    • Mid Cap: 7.7%
    • Large Cap: 00.0%
  • Others: 42.35%
Systematic Investment Plan (SIP)  Available from Rs. 1000
Lock- in No Lock-in Period
Fund Manager
  • A. Anandha Padmanabhan 
  • Vinay Paharia
  • Puneet Pal
  • Ojasvi Khicha
Expense Ratio
  • 0.38% (as of 31 August 2023)
  • Lower than the category average of Bluechip Funds of 0.70%
Exit Load
  • If you sell it within 365 days, 1%
  • If exit after 1 year: NIL

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top Holdings of PGIM Small Cap Fund

Name of  Holdings % of Total Holdings
Top 5 Equity Holdings (91.79%)
CSB Bank Ltd. 2.84%
JB Chemicals & Pharmaceuticals Ltd. 2.73%
Orient Refractories Ltd. 2.66%
Blue Star Ltd. 2.62%
Blue Dart Express Ltd. 2.61%
Debt Holdings (0.37%)
T-Bills 0.37%
Other Cash Holdings (7.84%)
TREPS 8.59%
Net Receivables -0.75%

Top 10 Sector Allocations of PGIM Small Cap Fund

Sector % of Total Holdings
Financial 22.70%
Capital Goods 16.20%
Healthcare 11.80%
Others 10.40%
Services 10.20%
Chemicals 8.20%
Metals & Mining 7.80%
Construction 6.90%
Automobile 5.90%

PGIM Small Cap Fund Returns

Investment Period Annualised Returns (Regular) Annualised Returns (Direct)
1-Year 11.10% 12.86%
2-Year 4.37% 6.24%
Returns Since Inception (RSI) 9.88% 11.88%

*Fund NAV as of 31 August 2023

Documents Required to Invest in PGIM Small Cap Fund

You need to provide the following documents to invest in the PGIM Small Cap Fund:

  • KYC Documents:

    • Identity Proof: Aadhar Card, Passport, Driving License

    • Address Proof: PAN card, Utility Bills

    • Recent Passport-sized Photographs

  • Bank Account Details

  • NRI/ OCI/ PIOs Documents

    • Overseas Address Proof

    • Valid NRI/ PIO Card

    • Valid Visa

    • NRE/ NRO Account Details

  • Filled Application Form

Steps to Invest in PGIM Small Cap Fund

Choose a mutual fund platform or broker. There are many different platforms available, so be sure to choose one that is reputable and easy to use.

Step 1: Open an account with the platform or broker. This process is typically straightforward and can be completed online.

Step 2: Find PGIM Small Cap Fund. You can do this by searching for the fund name or ticker code (PRSCG1).

Step 3: Enter the amount you want to invest. The minimum investment amount is ₹5,000 for a lump sum and ₹1,000 for additional purchases.

Step 4: Choose whether you want to invest in a lump sum or through a systematic investment plan (SIP). A SIP allows you to invest a fixed amount of money at regular intervals, such as monthly or quarterly.

Step 5: Review and confirm your investment details.

Step 6: Once your investment is confirmed, you will receive units of the fund in your account.

Estimate PGIM Small Cap Fund Returns with SIP Calculator

To estimate potential returns from the PGIM Small Cap Fund using a SIP (Systematic Investment Plan) calculator, you'll need the following information:

  • Investment Amount: Determine how much you plan to invest in the fund through SIP. This is your periodic investment amount, usually monthly.

  • Investment Duration: Decide the number of years you intend to continue your SIP investments.

  • Expected Annual Return: Estimate the average annual return you anticipate from the PGIM Small Cap Fund. Historical returns or expert opinions can provide guidance, but remember that mutual fund returns can vary.

  • Frequency: Specify the frequency of your SIP investments, which is typically monthly.

Once you have this information, you can use an online SIP calculator or a financial calculator with a SIP feature to estimate your returns. 

FAQ's

  • What is the size of the PGIM India Small Cap Fund?

    As of 31 August 2023, the size of PGIM India Small Cap Fund is ₹1,709 crores. This makes it a medium-sized fund in its category.
  • Who is the fund manager of PGIM India Small Cap Fund?

    The fund manager of PGIM India Small Cap Fund is Vinay Paharia. He has over 20 years of experience in Indian financial markets, primarily in equity research and fund management. He has been managing the fund since 27 January 2023.
  • What is the full form of the PGIM fund?

    PGIM fund stands for Prudential Global Investment Management fund. It is the global investment management business of Prudential Financial, Inc., a leading financial services company.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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