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Tata Small Cap Fund(IDCW-Payout)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.34 | 47.79 | 0.85 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.25 | 56.49 | 0.55 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Small Cap Fund(IDCW-Payout) | 21.00% | 21.80% | 26.99% |
| Nippon India Small Cap Fund(IDCW) | 7.20% | 14.38% | 20.89% |
| HDFC Small Cap Fund(IDCW-Reinv) | 4.90% | 11.45% | 13.51% |
| SBI Small Cap Fund(IDCW-Payout) | 15.37% | 15.95% | 21.19% |
Price Comparison
Compare Tata Small Cap Fund(IDCW-Payout) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- BASF India Ltd3M change : -1.67 %
Holdings
4.38 %
-1.67 % - Godrej Industries Ltd3M change : -0.29 %
Holdings
3.71 %
-0.29 % - Time Technoplast Ltd3M change : 0.63 %
Holdings
3.61 %
0.63 %
AMC Profile
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
60
Total AUM
₹ 1,84,557.17 Cr.
Fund Manager Profile
Chandraprakash Padiyar
AUM: ₹17,817.07 Cr.
|
Exp: 18yrs
Jeetendra Khatri
AUM: ₹9,572.45 Cr.
|
Exp: 16yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Forget Market Tips: Invest Smart with Tata Small Cap Fund
1 month ago•Tata Mutual Fund
SBI Small Cap Fund vs Tata Small Cap Fund: Which Fund Should You Choose in 2024?
3 months ago•Invest with S K Singh
How Does Tata Small Cap Fund Pick Stocks for Its Portfolio?
5 months ago•Mutual Funds at Groww
Tata Small Cap Fund vs Nippon India Small Cap Fund: Which One Should You Choose in 2024?
7 months ago•Invest with S K Singh
HDFC vs. Tata Small Cap Showdown | Which Fund Reigns Supreme?
1 year ago•Invest with S K Singh
All about Tata Small Cap Fund | Chandraprakash Padiyar
2 years ago•Mutual Funds at Groww
Top 3 Best Small Cap Fund For 2022 | Best Fund For High Return In FY 2022 !
2 years ago•Banking Mastery
Top 3 Small Cap Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus
4 years ago•Time To Invest
A short note on Tata Small Cap Fund by Chandraprakash Padiyar
5 years ago•Tata Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%