Tata Small Cap Fund – Direct Growth
₹ 150
Min SIP
₹ 5,000
Min Lumpsum
0.32 %
Expense Ratio
Rating
5,683
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 30.2% | 40.6% | - | 26.4% | ||||
| Category Average | 25% | 34.8% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.97
Alpha
4.67
SD
0.79
Beta
0.63
Sharpe
Exit Load
| Exit Load | On or before expiry of 12 Months from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 Months from the date of allotment: Nil |
|---|
Fund Objective
The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Definition of Small Cap Companies Small Cap companies are those companies which are classified as small cap companies by Securities and Exchange Board of India(SEBI) or Association of Mutual Funds in India (AMFI). At present Small Cap: 251st company onwards in terms of full market capitalization.
Fund Managers
Chandraprakash Padiyar
At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 6,779
-
36.9%Fund Size - 6,779
-
49.1%Fund Size - 6,779
-
29%Fund Size - 6,779
-
- Equity .
- Small Cap .
-
- 34,468
-
32.8%Fund Size - 34,468
-
44.4%Fund Size - 34,468
-
22.8%Fund Size - 34,468
-
- Equity .
- Small Cap .
-
- 18,999
-
36.9%Fund Size - 18,999
-
41.2%Fund Size - 18,999
-
18.7%Fund Size - 18,999
-
- Equity .
- Small Cap .
-
- 9,103
-
33.6%Fund Size - 9,103
-
40.1%Fund Size - 9,103
-
16.7%Fund Size - 9,103
-
- Equity .
- Small Cap .
-
- 6,510
-
23.5%Fund Size - 6,510
-
39.7%Fund Size - 6,510
-
21.5%Fund Size - 6,510
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
More Funds from Tata Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 1,804
-
10.8%Fund Size - 1,804
-
23.7%Fund Size - 1,804
-
15.3%Fund Size - 1,804
-
- Equity .
- Sectoral / Thematic .
-
- 640
-
24.5%Fund Size - 640
-
17.2%Fund Size - 640
-
18.8%Fund Size - 640
-
- Equity .
- Sectoral / Thematic .
-
- 283
-
13.1%Fund Size - 283
-
25.3%Fund Size - 283
-
18.5%Fund Size - 283
-
- Equity .
- Sectoral / Thematic .
-
- 7,573
-
7.4%Fund Size - 7,573
-
27.4%Fund Size - 7,573
-
19.7%Fund Size - 7,573
-
- Debt .
- Fixed Maturity Plans .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Tata Small Cap Fund – Direct Growth ?
You can invest in Tata Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Small Cap Fund – Direct Growth ?
The NAV of Tata Small Cap Fund – Direct Growth is ₹30.5 as of 18 August 2023.
How to redeem Tata Small Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Small Cap Fund – Direct Growth?
The minimum SIP amount of Tata Small Cap Fund – Direct Growth is ₹150
What are the top sectors Tata Small Cap Fund – Direct Growth has invested in?
The top sectors Tata Small Cap Fund – Direct Growth has invested in are
- Industrial Products - 13.19%
- Debt - 12.18%
- Chemicals & Petrochemical - 6.29%
- Commercial Services & Sup - 5.77%
- Pharmaceuticals & Biotech - 5.13%
Can I make investments in both the SIP and Lump Sum schemes of Tata Small Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Small Cap Fund – Direct Growth generated ?
The Tata Small Cap Fund – Direct Growth has delivered 26.4% since inception
What is the expense ratio of Tata Small Cap Fund – Direct Growth ?
The expense ratio of Tata Small Cap Fund – Direct Growth is 0.32 % as of 18 August 2023.
What is the AUM of Tata Small Cap Fund – Direct Growth?
The AUM of Tata Small Cap Fund – Direct Growth is ₹1,11,184 Cr as of 18 August 2023
What are the top stock holdings of Tata Small Cap Fund – Direct Growth?
The top stock holdings of Tata Small Cap Fund – Direct Growth are
- I D F C - 4.18%
- Radico Khaitan - 3.37%
- BASF India - 3.28%
- Quess Corp - 3.11%
- UTI AMC - 2.77%
How can I redeem my investments in Tata Small Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.