43
Small CapAvoid
PGIM India Small Cap
PGIM India · Direct–Growth · rank #18 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.8%
+5.7% vs index
3 Years
14.8%
+2.3% vs index
5 Years
11.0%
-1.3% vs index
Since launch
13.3%
Year-by-year performance
2022
-3.5%-0.1% vs index
2023
+25.9%-22.5% vs index
2024
+21.5%-4.9% vs index
2025
+1.0%+6.6% vs index
2026
+12.9%+7.1% vs index
Why this score
PGIM India Small Cap scores 43/100 — #18 of 36 Small Cap fund (Avoid). It stands out for sharpe ratio and sortino ratio — beating 68% of peers on sharpe ratio. The main drag is its 5y return (better than only 7% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return11.04% · 7th percentile in category
Fund size1739.29 Cr · 21st percentile in category
Sharpe ratio0.62 · 68th percentile in category
Sortino ratio0.73 · 69th percentile in category
3Y return14.79% · 56th percentile in category
Volatility17.84 · 44th percentile in category
Top holdings
1.Sansera Engineering Ltd3.42%
2.TBO Tek Ltd.3.12%
3.SEDEMAC Mechatronics Ltd.3.02%
4.Krishna Institute Of Medical Sciences Ltd2.91%
5.Affle (India) Ltd2.76%
71 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.