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Tata Small Cap Fund-Regular Plan-Growth

Category: Equity: Small Cap Launch Date: 02-11-2018
AUM:

₹ 7,083.38 Cr

Expense Ratio

1.74%

Benchmark

NIFTY Smallcap 250 TRI

ISIN

INF277K015O2

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Chandraprakash Padiyar, Jeetendra Khatri

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Small Cap Fund-Regular Plan-Growth 44.14 27.41 29.64
NIFTY SMALLCAP 250 TRI 64.06 27.34 27.64
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
38.2144
Last change
0.18 (0.476%)
Fund Size (AUM)
₹ 7,083.38 Cr
Performance
27.07% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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

Fund Manager
Chandraprakash Padiyar, Jeetendra Khatri
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Others 4.7
BASF India Ltd. 4.6
Kirloskar Pneumatic Company Ltd. 3.89
Quess Corp Ltd. 3.85
Elantas Beck India Ltd. 3.55
IDFC Ltd. 3.33
Gujarat Pipavav Port Ltd. 2.98
Radico Khaitan Ltd. 2.78
Time Technoplast Ltd. 2.76
KSB Ltd. 2.76

Sector Allocation

Sector Holdings (%)
Services 13.52
Financial 13.46
Capital Goods 11.25
Chemicals 9.78
Metals & Mining 8.28
Healthcare 7.97
Consumer Staples 7.52
Others 6.57
Materials 6.51
Technology 5.24

Peer Comparison

Scheme Name 5Y (%)
Tata Small Cap Reg Gr 29.64
Bandhan Small Cap Reg Gr 0.0
ITI Small Cap Reg Gr 0.0
Quant Small Cap Gr 42.28
Mahindra Manulife Small Cap Fund Reg Gr 0.0
Franklin India Smaller Companies Gr 26.97
Nippon India Small Cap Gr Gr 33.46
HSBC Small Cap Fund Reg Growth 28.54
Invesco India Small Cap Reg Gr 28.94
Bank of India Small Cap Reg Gr 33.88