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PGIM India Small Cap Fund vs ITI Small Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • PGIM India Small Cap Fund
  • ITI Small Cap Fund
PGIM India Small Cap Fund compared with ITI Small Cap Fund
FundPGIM India Mutual FundPGIM India Small Cap FundSmall Cap Fund · Direct planNAV ₹20.33ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year13.4%20.4% (best of these funds)
3 yearsa year17.1%25.2% (best of these funds)
5 yearsa year14.2%19.5% (best of these funds)
Risk
Volatilitya year15.5% (best of these funds)19.2%
Worst fall−24.6% (best of these funds)−39.9%
Best year42.7%113.9% (best of these funds)
Worst year-9.2% (best of these funds)-19%
Years in gain89% (best of these funds)81%
Cost and size
Expense ratio0.94%0.85% (best of these funds)
Fund size₹1,794 Cr₹3,603 Cr
Minimum SIP₹1,000₹500 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.