MonitorDirect · Growth
PGIM India Small Cap Fund
PGIM India Mutual FundEquity Scheme - Small Cap Fund5.1 years
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
- NAV
- 19.79
- 15 Sept 2026
- 1Y
- +11.4%
- Trailing CAGR
- Upside capture
- +84%
- Vs NIFTY SMALLCAP 250 TRI
- Downside capture
- +80%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+11.4%
- 3Y+15.7%
- 5Y+13.3%
- 10Yn/a
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+23.8%
- 3Y+14.4%
- 5Y+15.0%
- 10Yn/a
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- -5.1%
- Category median, same plan and option
- 3Y win rate
- +2%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- +7.8%
- 524 daily-ending windows
- Median rolling 3Y
- +16.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 31 daily-ending windows
- SIP 3Y XIRR
- +14.4%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY SMALLCAP 250 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +7.1%
- Fund minus TRI
- 3Y excess
- +1.8%
- Fund minus TRI
- Upside capture
- +84%
- Benchmark-up months
- Downside capture
- +80%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 54 recovered episodes
- Longest recovery
- 392 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
17 Jan 2022 – 17 Jul 2023
Trough 20 Jun 2022 · recovered in 392 days
-24.6%
16 Oct 2024 – 17 Sept 2025
Trough 3 Mar 2025 · recovered in 198 days
-21.5%
19 Sept 2025 – 7 May 2026
Trough 23 Mar 2026 · recovered in 45 days
-16.2%
27 Feb 2024 – 4 Apr 2024
Trough 13 Mar 2024 · recovered in 22 days
-8.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
18
Consistency
20
Risk-adjusted
55
Drawdown
39
Mean
36
Portfolio
31 Aug 2026 · 72 holdings · top 10 are 26.8%.
- Top 5
- 14.3%
- Top 10
- 26.8%
- Largest holding
- 3.8%
- Effective holdings
- 56.5
Others CBLO
Unspecified
3.8%
TBO Tek Ltd.
Consumer Discretionary
3.1%
Sansera Engineering Ltd
Consumer Discretionary
2.9%
Krishna Institute Of Medical Sciences Ltd
Healthcare
2.9%
Navin Fluorine International Ltd
Materials
2.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANDHAN Small Cap Fund
Bandhan Mutual Fund
- 1Y
- +12.1%
- 3Y
- +24.4%
- Vol
- 17.2%
- Max DD
- -24.3%
- Sharpe
- 1.36
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Small Cap Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.2%
- 3Y
- n/a
- Vol
- 17.4%
- Max DD
- -23.7%
- Sharpe
- 1.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
QUANTUM SMALL CAP FUND
Quantum Mutual Fund
- 1Y
- +8.0%
- 3Y
- n/a
- Vol
- 14.4%
- Max DD
- -18.2%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
TRUSTMF SMALL CAP FUND
Trust Mutual Fund
- 1Y
- +27.4%
- 3Y
- n/a
- Vol
- 18.6%
- Max DD
- -24.0%
- Sharpe
- 0.71
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -16.2%
- Sharpe
- 0.40
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns