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Tata Small Cap Fund-Regular Plan-Growth

Fund House:
Tata Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
02-11-2018
ISIN Number:
INF277K015O2
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
9572.22
Nav (20-12-2024)
42.373
CAGR Since Inception:
26.64
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-11-2024)::
1.69 %
Risko-Meter:
Very High
Exit Load:
For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Tata Small Cap Fund-Regular Plan-Growth 36.64 32.04 26.69 32.45 0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 49.08 46.96 30.65 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 43.33 33.87 26.34 30.59 0
Invesco India Smallcap Fund - Regular Plan - Growth 41.55 39.42 28.25 32.46 0
ITI Small Cap Fund - Regular Plan - Growth Option 39.67 41.47 26.03 0 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 34.8 35.23 25.09 37.18 0
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 34.07 41.51 0 0 0
HSBC Small Cap Fund - Regular Growth 32.76 36.26 27.27 31.77 20.78
Nippon India Small Cap Fund - Growth Plan - Growth Option 31.1 35.89 29.29 35.8 22.32
UTI Small Cap Fund - Regular Plan - Growth Option 30.46 29.76 21.91 0 0
Fund Manager
Chandraprakash Padiyar, Jeetendra Khatri:
Scheme Objective
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Tata Small Cap Fund-Regular Plan-Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 26.64% 13.95% 22.29%
1 Year 36.64% 12.84% 30.38%
3 Year 26.69% 13.73% 24.11%
5 Year 32.45% 15.28% 31.56%
10 Year 0.00% 12.46% 18.44%
Nav / Index Value as on2024-12-22 9,572.22% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 2.43
Cash & Cash Equivalents 6.71
Equity 90.86
Company Holding
BASF INDIA LIMITED 4.8
KIRLOSKAR PNEUMATIC COMPANY LTD. 4.17
QUESS CORP LIMITED 3.54
GODREJ INDUSTRIES LIMITED 3.47
IDFC FIRST BANK LIMITED 3.34
TIME TECHNOPLAST LIMITED 3.33
ELANTAS BECK INDIA LIMITED 2.87
UTI ASSET MANAGEMENT COMPANY LTD 2.67
KRSNAA DIAGNOSTICS LIMITED 2.6
ANANT RAJ LIMITED 2.56
FAQ's of Tata Small Cap Fund-Regular Plan-Growth
How do I use the SIP Calculator to calculate Tata Mutual Fund ?

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Now, you will be able to see the estimated returns.
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Tata Small Cap Fund-Regular Plan-Growth