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  • TATA Mutual Fund
  • Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Tata Small Cap Fund Reg DP

TATA Mutual Fund

Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySmall Cap

21.332

NAV (Jan 24)

26.7%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in small cap mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,897 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

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

21.332

NAV (Jan 24)

Fund Returns

Last 1Y

62.3%

Last 3Y

28.3%

Last 5Y

NA

Last 10Y

NA

Since Inception

26.7%

6 Month CAGR

7%

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Scheme Information

Investment 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.

Expense Ratio

2.14

Launched (4y ago)

Nov 13, 2018

AUM in Crores

1896.651

ISIN

INF277K017O8

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Chandraprakash Padiyar

Fund Manager

user-avatar

Satish Mishra

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 87,346 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    19.3%

    12.8%

    36.1%

    23.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 26.7% over a period of 3 years. The fund was previously known as Tata Small Cap Fund Reg DP. The fund is managed by Tata Asset Management Limited. The fund managers are Chandraprakash Padiyar, Satish Mishra.

    Nav of Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) as of 24/01/2022 is ₹21.33 with the total AUM as of 25/01/2022 is ₹1896.651. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) 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 of Inc Dist cum Cap Wdrl (PIDCW-A) 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 of Inc Dist cum Cap Wdrl (PIDCW-A) 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 of Inc Dist cum Cap Wdrl (PIDCW-A) is rated as a 3 fund in Equity and delivered 62.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Small Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A).

    Frequently Asked Questions

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