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.
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
Rahul Jagwani

Mr.Rahul Jagwani

Over 5 years of experience in Equity Research

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aniruddha Naha

Mr. Aniruddha Naha

Over 18 years of industry experience in the equity and debt market. 

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Ravi Adukia

Mr. Ravi Adukia

Over 15 years of experience in Indian financial markets, primarily in equity research

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Kunal Jain

Mr. Kunal Jain

Over 12 years of experience in the fund management of fixed income securities(w.e.f. January 05, 2018)

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


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