Tata Small Cap Fund Direct Growth-0.68%

3Groww
0.00%
1 Year Return
Equity
Diversified
3.0 star
6M
All

Fund Details

Tata Small Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.69%
NAV9.95 (19 Sep 2019)
Fund Started19 Oct 2018
Fund Size363 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Small Cap Fund Direct Growth
NA
NA
NA
-0.5%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -3.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    India Grid TrustEngineeringEquity4.8%
    JMC Projects (India) Ltd.ConstructionEquity4.6%
    Redington India Ltd.TechnologyEquity4.4%
    BASF India Ltd.ChemicalsEquity4.3%
    Ramco Industries Ltd.ConstructionEquity4.1%
    Thomas Cook (India) Ltd.ServicesEquity4.0%
    Kalpataru Power Transmission Ltd.ConstructionEquity3.9%
    Bajaj Consumer Care Ltd.FMCGEquity3.8%
    Rallis India Ltd.ChemicalsEquity3.8%
    Finolex Industries Ltd.ChemicalsEquity3.7%
    See All

    Other Details

    Tata Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 19 Oct 2018. Chandraprakash Padiyar is the Current Fund Manager of Tata Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹363 Cr and the Latest NAV as of 19 Sep 2019 is ₹9.95.

    The Tata Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months..

    Investment 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.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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