Name: Tata Small Cap Fund Regular IDCW
Brand: Tata Mutual Fund

Home>Mutual Funds>Tata Mutual Fund>Tata Small Cap Fund Regular IDCW

bookmark_border
share
Tata Small Cap Fund Regular IDCW
Equity
Small Cap
Very High Risk
104.18%
1Y return
+1.14% 1D
1M
6M
1Y
All
NAV: 29 Jul 2021₹20.30
Min. SIP Amount₹500
RatingNA
Fund Size₹1,348.94 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns104.2%NANA29.8%
Category average102.5%18.0%16.9%NA
Rank with in category15NANANA
Understand termsinfo
Holdings (38)NameSectorInstrumentAssets
Saregama India Ltd.ServicesEquity5.6%
Redington India Ltd.
ServicesEquity5.4%
Quess Corp Ltd.FinancialEquity4.7%
BASF India Ltd.ChemicalsEquity4.7%
Radico Khaitan Ltd.FMCGEquity3.7%
Elantas Beck India LtdChemicalsEquity3.6%
Greenply Industries Ltd.FMCGEquity3.5%
Tube Investments Of India Ltd.
AutomobileEquity3.4%
Ramco Industries Ltd.ConstructionEquity3.3%
Rallis India Ltd.ChemicalsEquity3.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.19%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementChandraprakash Padiyar
Oct 2018 - Present
View Details
keyboard_arrow_down
Education
Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience
Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
Also manages these schemes
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan IDCW Monthly
Tata Hybrid Equity Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Regular Growth
Tata Small Cap Fund Direct IDCW
Tata Small Cap Fund Regular IDCW
Satish Chandra Mishra
Nov 2019 - Present
View Details
keyboard_arrow_down
Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan IDCW Monthly
Tata Hybrid Equity Fund Direct Plan IDCW
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Regular IDCW
Tata Resources & Energy Fund Regular Growth
Tata Resources & Energy Fund Direct IDCW
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Regular Growth
Tata Small Cap Fund Direct IDCW
Tata Small Cap Fund Regular IDCW
Fund house & investment objective
keyboard_arrow_down
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
Tata Small Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 19
Tata Small Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Chandraprakash Padiyar is the Current Fund Manager of Tata Small Cap Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹61,612 Cr and the Latest NAV as of 29 Jul 2021 is ₹20.30.
The Tata Small Cap Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
...Read more
Fund benchmarkNIFTY Smallcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Small Cap Fund Regular IDCW
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositGoldUS Stocks
GROWW
About UsPricingBlogMedia & PressHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww Digest
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

	1Y	3Y	5Y	All
Fund returns	104.2%	NA	NA	29.8%
Category average	102.5%	18.0%	16.9%	NA
Rank with in category	15	NA	NA	NA

Name	Sector	Instrument	Assets
Saregama India Ltd.	Services	Equity	5.6%
Redington India Ltd.	Services	Equity	5.4%
Quess Corp Ltd.	Financial	Equity	4.7%
BASF India Ltd.	Chemicals	Equity	4.7%
Radico Khaitan Ltd.	FMCG	Equity	3.7%
Elantas Beck India Ltd	Chemicals	Equity	3.6%
Greenply Industries Ltd.	FMCG	Equity	3.5%
Tube Investments Of India Ltd.	Automobile	Equity	3.4%
Ramco Industries Ltd.	Construction	Equity	3.3%
Rallis India Ltd.	Chemicals	Equity	3.2%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹5,000

Rating	NA
Fund Size	₹1,348.94 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr