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PGIM India Small Cap Fund - Direct Plan- Growth Option

PGIM India · Scheme 149019

20.24 0.50%NAV · 2026-09-18
68
Decent FundScore
Start SIP
AUM
₹1,674 cr
Expense ratio
0.94%
3Y CAGR
18.6%
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Aniruddha NahaExit load: Exit load of 0.5%, if redeemed within 90 days.
Decent · 68/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 15.2% CAGR over 5 years.
  • Compounding well recently — 18.6% CAGR over 3 years.
  • 3Y CAGR: +18.6%
  • 5Y CAGR: +15.2%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • 5Y CAGR vs category: -2.9% vs category avg
  • Beat category: beat category in 0% of windows

FundScore breakdown

68/100 · Decent
How it works →
66
Returns
Decent
66
Consistency
Decent
49
Risk-adjusted
Average
85
Downside protection
Excellent
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.