Tata Asset Management Limited

TATA Small Cap Fund-Regular Plan-Growth

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return44.3%
  • 5 yr return-
  • Expense Ratio1.9%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees3841.1
  • NAVRupees25.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • REPO 9.6
  • IDFC LTD 4.2
  • RADICO KHAITAN LTD 3.8
  • QUESS CORP LTD 3.3
  • REDINGTON (INDIA) LTD 3.1
  • BASF INDIA LTD 3
  • HONDA INDIA POWER PRODUCTS LTD 2.9
  • GUJARAT PIPAVAV PORT LTD 2.9
  • KIRLOSKAR PNEUMATIC COMPANY LTD 2.9
  • DCB BANK LTD 2.9
  • ELANTAS BECK INDIA LTD 2.6
  • Sectors %
  • Industrial Products18.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps11.4
  • Transporation7.2
  • Commercial Services6.4
  • Consumer Durables4.9

Fund House