PGIM India Small Cap Fund
(An open-ended equity scheme predominantly investing in small cap stocks)


Key Features

Benchmark Index
Benchmark Index

NIFTY Smallcap 250 TRI

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5,000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
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

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Scheme Overview

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.

Investment Strategy

  • The Fund seeks to capture opportunities available in the small cap segment. Small Cap companies are companies which have a market capitalization of less than the 250th listed company in terms of market capitalization, as declared by AMFI.

    The fund shall invest a minimum of 65% of its corpus in the small cap companies. The scheme may also seek to participate in the growth of other equity and equity related instruments in order to achieve optimal portfolio construction.

    The portfolio will be built utilizing a combination of the top-down and bottom-up portfolio construction process, focusing on the fundamentals of each stock, including quality of management. The fund manager will aim to build a diversified portfolio with exposure across sectors, given the fact that small cap stocks present a much wider universe compared to Large and Midcap listed universe.

    The Scheme may also invest a certain portion of its corpus in debt and money market securities. Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook.

    The Scheme may invest in other scheme(s) managed by the AMC or in the scheme(s) of any other mutual fund, provided it is in conformity with the investment objectives of the Scheme and in terms of the prevailing Regulations.


INTRODUCTION :

Small Cap firms have the potential to grow into bigger companies over the long term. Since they are under-researched and under-owned, the opportunity to identify good companies is abundant. As small companies are nimble and can take advantage of new opportunities faster, they can introduce new products, enter into new market segments and may grow their revenues faster as compared to Large Cap firms.

Small Cap Companies shall be 251st company onwards in terms of full market capitalization as per the list prepared by AMFI. (For more details on asset allocation, please refer SID and KIM)

WHAT IS PGIM INDIA SMALL CAP FUND?

PGIM India Small Cap Fund invests a minimum of 65% of its corpus in Equity and Equity related instruments of Small Cap companies.

Small Cap Companies shall be 251st company onwards in terms of full market capitalization as per the list prepared by AMFI. (For more details on asset allocation, please refer SID and KIM)

WHY YOU SHOULD INVEST IN PGIM INDIA SMALL CAP FUND?

The fund scouts for companies that may have good growth potential, are run by quality management, have a strong track record, and good financials.

The fund holds a diverse set of fast-growing, innovative companies across sectors.

WHAT SHOULD BE THE IDEAL TIME HORIZON WHILE INVESTING IN PGIM INDIA SMALL CAP FUND?

At least 5 years or more.

WHAT ARE THE BENEFITS OF PGIM INDIA SMALL CAP FUND?

  • Potential for higher growth
  • Opportunity to invest in varied businesses
  • Invest in leaders of tomorrow
  • Invest in less popular stocks

FREQUENTLY ASKED QUESTIONS ON SMALL CAP FUND

HOW TO INVEST IN PGIM INDIA SMALL CAP FUND?


There are several options to invest:

Consult your financial advisor before investing to understand if the fund fits into your risk profile.

CAN I INVEST THROUGH SIP AND LUMPSUM MODE IN PGIM INDIA SMALL CAP MUTUAL FUND?

  • You can invest in lumpsum as well as through the SIP mode.
  • The minimum application amount is Rs 5,000 for a lump sum and Rs 1,000 for additional investment
  • You need to commit at least 5 installments (monthly or quarterly) of Rs 1,000 per installment through SIP

SHOULD YOU INVEST LUMPSUM OR SIP IN PGIM INDIA SMALL CAP MUTUAL FUND?

Investing via SIP helps you accumulate more units when markets fall. You can decide to allocate lumpsum or SIP as per your cash flows. When valuations are high, it is advisable to stagger your investments.

WHAT FREQUENCY/DATES ARE ALLOWED FOR SYSTEMATIC INVESTMENT PLAN (SIP), SYSTEMATIC TRANSFER PLAN (STP), AND SYSTEMATIC WITHDRAWAL PLAN (SWP) TRANSACTIONS IN PGIM INDIA SMALL CAP FUND?

  • SIP: Any date of the month or quarter, as applicable.
  • STP: Daily, Weekly, Monthly, and Quarterly
  • SWP: Monthly Quarterly, Annual
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital appreciation over a long period of time.

  • Investment in equity and equity related instruments of small companies.

  • Degree of risk – Very HIGH.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk.

fund managers
Vinay Paharia

Mr. Vinay Paharia

Collectively over 20 years of experience in Indian financial markets, primarily in equity research & Fund Management Read More...

A Anandha

Mr.A.Anandha Padmanabhan

Collectively over 15 years of experience in Indian financial markets, primarily in equity Read More...

Harsh Kothari 90x90px

Mr. Harsh Kothari

Over 12 years of experience in Equity market, research and fund management Read More...

Ojasvi

Mr. Ojasvi Khicha

Collectively over 12 years of experience in financial markets, primarily in equity research Read More...

Puneet Pal

Mr. Puneet Pal

Over 22 years of experience in Debt Market

Read More...



MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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