pgim-india-small-cap-fund-direct-g

PGIM India Small Cap Fund - Direct (G)

  1. Equity
  2. Small Cap
  • NAV as on Aug 04, 2025 ₹17.51
  • Total Returns 14.73% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
pgim-india-small-cap-fund-direct-g

Overview of PGIM India Small Cap Fund - Direct (G)

  • Fund House
    PGIM India Small Cap Fund
  • Fund Size
    ₹1,561 Cr
  • Expense Ratio
    0.55%
  • Benchmark
    Nifty Smallcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Jul 29, 2021
  • Lock-in period
    0
  • Exit Load
    For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

PGIM India Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

PGIM India Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.06%
  • 12.59%
  • 11.08%
  • 5.28%
  • 16.89%
  • 0%

Category Average

  • -2.5%
  • 10.03%
  • 6.18%
  • -2.26%
  • 22.34%
  • 32.19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Consumer Durables
    14%
  • Healthcare Services
    6.89%
  • Pharmaceuticals & Biotech
    6.72%
  • Debt
    5.53%
  • IT-Services
    5.43%
  • Chemicals & Petrochemical
    5.08%

More about PGIM India Small Cap Fund - Direct (G)

PGIM India Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by PGIM India Mutual Fund. It was launched on 24 Sep 2008, and has been active for over 17 years. As of 30 Jun 2025 the fund manages assets worth ₹1,561 Crores. The expense ratio is 0.55%.

This fund generated returns of 5.28% in the last 1 year. Since its inception, it has provided an average annual return of 14.73%.

The fund's investments are mainly concentrated in sectors like Consumer Durables, Healthcare Services, Pharmaceuticals & Biotech, Debt and IT-Services.

The top five holdings in this fund include prominent companies such as Multi Comm. Exc., Solar Industries, Krishna Institu., Affle 3i and CCL Products.

Fund Managers

  • Vivek Sharma
  • Utsav Mehta
  • Puneet Pal
  • Vinay Paharia

Investment Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

pgim-india-small-cap-fund-direct-g

Frequently Asked Questions about PGIM India Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high-risk appetite and are seeking high growth over the long term.

  3. How long should I stay invested in {{fund_type}}?

    A long-term holding period of five to ten years is ideal to capture growth in small companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.

  5. What are the expenses involved in {{fund_type}}?

    These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.

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