Tata Small Cap Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28.1% | 45.5% | - | 25.6% | ||||
| Category Average | 17.6% | 38.5% | 12.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| 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 |
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Fund 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. Definition of Small Cap Companies Small Cap companies are those companies which are classified as small cap companies by Securities and Exchange Board of India(SEBI) or Association of Mutual Funds in India (AMFI). At present Small Cap: 251st company onwards in terms of full market capitalization.
Fund Managers
Chandraprakash Padiyar
At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Small Cap .
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- 4,091
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27.1%Fund Size - 4,091
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64.3%Fund Size - 4,091
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26.3%Fund Size - 4,091
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- Equity .
- Small Cap .
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- 26,293
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27.6%Fund Size - 26,293
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49.4%Fund Size - 26,293
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20.1%Fund Size - 26,293
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- Equity .
- Small Cap .
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- 5,036
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18.9%Fund Size - 5,036
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46.4%Fund Size - 5,036
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18.5%Fund Size - 5,036
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- Equity .
- Small Cap .
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- 15,857
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33.2%Fund Size - 15,857
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46.3%Fund Size - 15,857
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15.7%Fund Size - 15,857
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- Equity .
- Small Cap .
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- 9,230
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13.8%Fund Size - 9,230
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44.8%Fund Size - 9,230
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19.2%Fund Size - 9,230
AMC Contact Details
Frequently Asked Questions
How to invest in Tata Small Cap Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Small Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Small Cap Fund ?
How to redeem Tata Small Cap Fund holding ?
What is the minimum sip amount of Tata Small Cap Fund?
What are the top sectors Tata Small Cap Fund has invested in??
- I D F C - 4.25%
- Radico Khaitan - 3.87%
- Quess Corp - 3.31%
- Redington - 3.16%
- BASF India - 3.09%
How much returns have Tata Small Cap Fund generated ?
What is the expense ratio of Tata Small Cap Fund ?
What is the AUM of Tata Small Cap Fund?
What are the top stock holdings of Tata Small Cap Fund?
- I D F C - 4.25%
- Radico Khaitan - 3.87%
- Quess Corp - 3.31%
- Redington - 3.16%
- BASF India - 3.09%