- Mutual Funds
- TATA Mutual Fund
- Tata Small Cap Fund (Growth)
However, Scripbox does not recommend investing in 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.
Track Record
4 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
2,049 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
Scripbox Recommended Equity Funds
Want the focused equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.8862
NAV (Jun 23)
Fund Returns
Last 1Y | 1.2% |
Last 3Y | 22.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.2% |
6 Month CAGR | -11.4% |
Scheme Information
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.
Expense Ratio | 2.13 |
Launched (4y ago) | Nov 13, 2018 |
AUM in Crores | 2048.463 |
ISIN | INF277K015O2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
(a) treps
7.3%allcargo logistics ltd
4.8%greenply industries ltd
4.1%basf india ltd
4.1%dcb bank ltd
4%Allocation by Sector
industrials
27.7%basic materials
18.5%consumer cyclical
13.2%healthcare
7.3%consumer defensive
7.2%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
Tata Asset Management Limited
Tata Asset Management Private Limited manages assets worth 93,434 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.7% | 18.3% | ||
24.7% | 18.3% | ||
24.7% | 18.3% | ||
11.8% | 12.2% | ||
10% | 9.1% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsTata Small Cap Fund (G) Review
Tata Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 19.2% over a period of 3 years. The fund is managed by Tata Asset Management Private Limited. The fund managers are Chandraprakash Padiyar, Satish Mishra.
Nav of Tata Small Cap Fund (G) as of 6/23/2022 is ₹18.89 with the total AUM as of 6/24/2022 is ₹2048.463. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Small Cap Fund (G) was launched on Nov 13, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.
Tata Small Cap Fund (G) is rated as a 3 fund in Equity and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Small Cap Fund (G).
Frequently Asked Questions
What is Tata Small Cap Fund (G)?
How to invest in Tata Small Cap Fund (G)?
You can invest in Tata Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Small Cap Fund (G)?
The minimum sip amount for Tata Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Small Cap Fund (G) good to invest in?
As per Scripbox experts, Tata Small Cap Fund (G) is a Neutral fund. You can investTata Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Small Cap Fund (G)?
The expense ratio of the Tata Small Cap Fund (G) is 2.13% for regular plan.