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

Formerly Tata Small Cap Fund Reg DS

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

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

EquitySmall Cap

20.0695

NAV (Jul 28)

29.3%
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

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

Relative Size

1,349 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.2 %
Launched (3y ago)
Nov 13, 2018
AUM in Crores
₹ 1,349
ISIN
Lock-in
No Lock-in
Benchmark
IISL NIFTY Smallcap 100 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Chandraprakash Padiyar

Fund Manager

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Satish Mishra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 67,484 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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    022-66578282
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    service@tataamc.com
  • Tata Liquid Fund (G)

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    3 Year CAGR

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    Tata Liquid Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    Tata Liquid Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    Liquid

    Top Ranked

    ₹ 9,719 Cr

    Fund Size

    4.00%

    3 Year CAGR

    3 Y CAGR

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

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

    Liquid

    Top Ranked

    ₹ 9,719 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Tata Large & Mid Cap Fund (G)

    Tata Large & Mid Cap Fund (G)

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    Fund Size

    13.30%

    5 Year CAGR

    5 Y CAGR

    Tata Index Fund Sensex (G)

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    Fund Size

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    5 Year CAGR

    5 Y CAGR

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

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    Mirae Asset Large Cap Fund (Growth)

    Equity

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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

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

    Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) is a small cap equity fund and has delivered an annualised return of 29.3% over a period of 3 years .The fund was previously known as Tata Small Cap Fund Reg DS.The fund is managed by Tata Asset Management Limited.The fund managers are Chandraprakash Padiyar, Satish Mishra

    Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) 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 However, there is no assurance that the objective of the scheme will be realized.

    Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Nov 13, 2018. The NAV (Net Asset Value) of this small cap equity as of 2021-07-28 is ₹ 20.0695. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 1348.940. The category risk of the Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.2 % as expense ratio.

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

    The fund’s highest allocation is towards equity and has invested 91.5% in this asset class. The top three holdings of the fund are saregama india ltd,redington (india) ltd and quess corp ltd

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

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 100 TR INR

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

    Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Tata Small Cap Fund Transfer of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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