FundLens
46
Small CapHold

PGIM India Small Cap

PGIM India · Direct–Growth · rank #18 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
13.4%
+8.6% vs index
3 Years
17.1%
+2.5% vs index
5 Years
14.2%
-0.5% vs index
Since launch
14.5%

Year-by-year performance

last entry = YTD
2022
-3.5%
2023
+25.9%
2024
+21.5%
2025
+1.0%
2026
+18.1%

Why this score

PGIM India Small Cap scores 46/100 — #18 of 36 Small Cap fund (Hold). It stands out for sharpe ratio and sortino ratio — beating 79% of peers on sharpe ratio. The main drag is its 5y return (better than only 11% of peers).

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

5Y return14.15% · 11th percentile in category
Sharpe ratio0.73 · 79th percentile in category
Fund size1793.79 Cr · 24th percentile in category
Sortino ratio0.94 · 73rd percentile in category
3Y return17.06% · 56th percentile in category
Alpha3.59 · 65th percentile in category

Top holdings

top 5 = 14.3% of portfolio
1.TBO Tek Ltd.3.13%
2.Sansera Engineering Ltd2.94%
3.Krishna Institute Of Medical Sciences Ltd2.85%
4.Navin Fluorine International Ltd2.81%
5.SEDEMAC Mechatronics Ltd.2.59%

70 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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