3 Year return
29.14%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹8878.32 Cr.
Expense Ratio
0.29% (inclusive of GST)
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
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
CP
Chandraprakash Padiyar
Fund Manager since Sep 2018
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Small Cap Fund |
29.48% |
4 |
Nippon India Small Cap Fund |
30.35% |
4 |
Bank of India Small Cap Fund |
26.26% |
2.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Small Cap Fund Direct Plan Growth
TATA Small Cap Fund Direct Plan Growth is an Equity Mutual Fund Scheme by Tata Mutual Fund. It predominantly invests in small-cap stocks. The selection of stocks under this scheme is carried out through rigorous fundamental research, which involves assessing various parameters such as management competitiveness, business competitiveness, corporate governance, growth prospects, and past track record.
Investment Objective of the Scheme
The investment objective of TATA Small Cap Fund Direct Plan Growth is to achieve long-term capital appreciation primarily by investing in equity and equity-related instruments of small-cap companies. The scheme aims to create a well-balanced portfolio with a major focus on small-cap companies while also allocating a smaller portion to equity and equity-related instruments of companies other than small-cap.
Key Features of The Fund
5-year return | 36.49% |
Expense Ratio | 0.29% |
Fund Manager | Chandraprakash Padiyar |
Fund Size | ₹8878.32 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
TATA Small Cap Fund Direct Plan Growth is well-suited for investors with a long-term investment horizon, seeking the potential for high returns. It's essential to be aware that higher returns often come with increased risk. As a result, investors should thoroughly assess their risk tolerance and financial goals before considering this scheme. Understanding one's comfort level with risk is crucial, as it directly impacts the suitability of the investment.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
FAQs
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What is the minimum SIP amount to invest in TATA Small Cap Fund?
How do I invest in TATA Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.