PGIM India Small Cap Fund - Direct Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹18.0800 -0.06%
As on 08-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of PGIM India Small Cap Fund - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
PGIM India Small Cap Fund - Direct Plan
|
|
|
Very High
|
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1.11 |
|
 |
|
Very High
|
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0.65 |
||
|
|
Very High
|
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0.85 |
||
|
|
Very High
|
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1.13 |
||
|
|
Very High
|
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0.65 |
Other details of PGIM India Small Cap Fund - Direct Plan
Assets
₹1,353 Cr
Exit Load (Days)
0.50 (90)
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
1,000
Min. No of Cheques
5
About PGIM India Small Cap Fund - Direct Plan
PGIM India Small Cap Fund - Direct Plan is a equity mutual fund scheme of PGIM India Mutual Fund. Launched on July 29, 2021, it is currently managed by Puneet Pal, Vinay Paharia, Vivek Sharma and Utsav Mehta. The fund has an expense ratio of 1.11% with an overall AUM (Assets Under Management) of ₹1,353 Cr.
PGIM India Small Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Suitability
Small-cap funds are suitable for investors:
- Seeking exposure in small-cap stocks for high returns
- Aiming for long-term wealth creation
- With a 7+ year investment horizon
- Who can withstand interim sharp declines in investment value
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on PGIM India Small Cap Fund - Direct Plan
Fund manager changes in PGIM India Small Cap Fund
1 min read•By News Desk
FAQ for PGIM India Small Cap Fund - Direct Plan
How to Invest in PGIM India Small Cap Fund - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of PGIM India Small Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, PGIM India Small Cap Fund - Direct Plan can be bought from the PGIM India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of PGIM India Small Cap Fund - Direct Plan Today?
The latest declared NAV of PGIM India Small Cap Fund - Direct Plan, is ₹18.0800 as of 09-May-2026.
What are the top holdings of PGIM India Small Cap Fund - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
3.14
|
|
|
3.11
|
|
|
2.94
|
|
|
2.69
|
|
|
2.66
|
What is the return of PGIM India Small Cap Fund - Direct Plan in the last 5 years?
Over the past five years, PGIM India Small Cap Fund - Direct Plan has delivered an annualised return of --% as of 09-May-2026.
What is the minimum investment required in PGIM India Small Cap Fund - Direct Plan?
The minimum investment required to start investing in PGIM India Small Cap Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
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