Should I invest in PGIM India Small Cap Fund?

We don't give personal investment advice. PGIM India Small Cap Fund - Direct Plan- Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. 5-year CAGR: 11.91%.

PGIM India

PGIM India Small Cap Fund - Direct Plan- Growth Option

Latest NAV

₹17.7200

As of

3 Jun 2026

1,190 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.62%	+0.48%	+0.15	10 / 36	Q2
1W	-1.60%	-0.81%	-0.79	30 / 36	Q4
2W	+0.51%	+1.36%	-0.85	27 / 36	Q3
1M	+0.34%	+0.94%	-0.60	18 / 36	Q2
3M	+8.55%	+9.95%	-1.40	21 / 34	Q3
6M	+1.72%	+3.30%	-1.59	23 / 33	Q3
YTD	+3.43%	+4.13%	-0.70	19 / 33	Q3
1Y	+7.69%	+5.56%	+2.14	11 / 32	Q2
2Y	+9.87%	+6.66%	+3.20	7 / 29	Q1
3Y	+16.48%	+18.72%	-2.23	18 / 25	Q3
4Y	+14.74%	+19.54%	-4.80	20 / 22	Q4
5Y	+11.91%	+18.15%	-6.24	22 / 22	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.34%	+17.38%	-5.04	29 / 36	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.43%	+4.13%	-0.70	19 / 33
2025	+0.41%	-4.11%	+4.52	3 / 30
2024	+21.37%	+27.89%	-6.52	24 / 28
2023	+25.69%	+43.05%	-17.36	24 / 24
2022	-3.47%	+2.92%	-6.39	20 / 22
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.70%

47 windows

min -7.9% · max 37.6%

91% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.13%

23 windows

min 8.2% · max 20.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.52%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-21.47%

Oct 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option - Direct Plan	HDFC	₹151.9870	3 Jun 2026
Nippon India Small Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹193.7635	3 Jun 2026
SBI Small Cap Fund - Direct Plan - Growth	SBI	₹194.0810	3 Jun 2026
ICICI Prudential Smallcap Fund - Direct Plan - Growth	ICICI Prudential	₹96.4400	3 Jun 2026
Invesco India Smallcap Fund - Direct Plan - Growth	Invesco	₹48.1600	3 Jun 2026
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH	Bandhan	₹52.6160	3 Jun 2026
quant Small Cap Fund - Growth Option - Direct Plan	Quant	₹293.2340	3 Jun 2026
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION	Quantum	₹13.3000	3 Jun 2026
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹104.2448	3 Jun 2026
Motilal Oswal Small Cap Fund - Direct - Growth	Motilal Oswal	₹15.5856	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.7200
2 Jun 2026	₹17.7800
1 Jun 2026	₹17.6700
29 May 2026	₹17.9100
27 May 2026	₹18.0800
26 May 2026	₹18.0700
25 May 2026	₹18.0400
22 May 2026	₹17.8500
21 May 2026	₹17.9200
20 May 2026	₹17.7700

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of PGIM India Small Cap Fund - Direct Plan- Growth Option is ₹17.7200. It's a Small Cap Fund from PGIM India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

PGIM India Small Cap Fund - Direct Plan- Growth Option has NAV history starting from 02 Aug 2021, a track record of about 4 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

PGIM India Small Cap Fund - Direct Plan- Growth Option is managed by PGIM India. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, PGIM India Small Cap Fund - Direct Plan- Growth Option has delivered a absolute return of 7.69% — +2.14 pp ahead of the Small Cap Fund category average of 5.56%. The fund ranks #11 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, PGIM India Small Cap Fund - Direct Plan- Growth Option has delivered a CAGR of 16.48% — -2.23 pp behind the Small Cap Fund category average of 18.72%. The fund ranks #18 of 25 in its category — the third (Q3) quartile.

Over the trailing 5-year window, PGIM India Small Cap Fund - Direct Plan- Growth Option has delivered a CAGR of 11.91% — -6.24 pp behind the Small Cap Fund category average of 18.15%. The fund ranks #22 of 22 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Small Cap Fund - Direct Plan- Growth Option exactly 5 years ago would be worth approximately ₹175,519 today — a multiplier of 1.76×, based on the 5-year CAGR of 11.91%. The category average over the same window would have grown ₹1 lakh to ₹230,221.

A ₹10,000 monthly SIP in PGIM India Small Cap Fund - Direct Plan- Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹420,525 today. That's an XIRR (money-weighted annualised return) of 10.35%.

PGIM India Small Cap Fund - Direct Plan- Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹420,525 — XIRR 10.35%.

On a 5-year basis, PGIM India Small Cap Fund - Direct Plan- Growth Option ranks #22 out of 22 funds in the Small Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 18.15%; this fund delivered 11.91%.

The worst peak-to-trough decline PGIM India Small Cap Fund - Direct Plan- Growth Option has experienced over the last 3-year window is 21.47% — its NAV fell from a high on 16 Oct 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, PGIM India Small Cap Fund - Direct Plan- Growth Option averaged 15.13% (best 20.44%, worst 8.24%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, PGIM India Small Cap Fund - Direct Plan- Growth Option returned 0.41% — beating the Small Cap Fund category average of -4.11% by 4.52 pp. It ranked #3 of 30 in its category that year.

PGIM India Small Cap Fund - Direct Plan- Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. PGIM India Small Cap Fund - Direct Plan- Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. 5-year CAGR: 11.91%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.