TATA Mutual Fund

Tata Small Cap Fund Direct Plan Growth

EquitySmall Cap
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Top Ranked

₹ 38.61

NAV (Mar 17)

31.409%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within small cap mutual funds.These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

Expense Ratio
0.35 %
Launched 6Y ago
2018-11-12
AUM in Crores
8274.1
ISIN
INF277K011O1
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.9
Beta
0.7
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

5.75%
5.75%

BASF India Ltd.

5.63%
5.63%

Quess Corp Ltd.

4.07%
4.07%

Kirloskar Pneumatic Company Ltd.

3.61%
3.61%

Elantas Beck India Ltd.

3.18%
3.18%
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Allocation by Sector

Financial

13.42%
13.42%

Services

12.79%
12.79%

Chemicals

9.89%
9.89%

Healthcare

9.78%
9.78%

Capital Goods

9.15%
9.15%
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Frequently Asked Questions

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