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FAQ : Tata Small Cap Fund - Regular Plan - Growth

Tata Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 8.92 14.7 N/A
Average Rolling Returns(%) 28.79 28.65 29.13 N/A

The Current NAV of Tata Small Cap Fund - Regular Plan - Growth is ₹34.69.

You can consider SIP in Tata Small Cap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.

Tata Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.68%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Small Cap Fund - Regular Plan - Growth is currently ₹9,621 Crores.

The Top three stocks are Usha Martin, Kirloskar Pneumatic and Tega Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.

Top three sectors of Tata Small Cap Fund - Regular Plan - Growth fund are Capital Goods, Chemicals and Miscellaneous accounting for 48% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata Small Cap Fund - Regular Plan - Growth Fund is Equity - Small cap Fund.

Chandraprakash Padiyar and Jeetendra Khatri manage the Tata Small Cap Fund - Regular Plan - Growth Fund.

Tata Small Cap Fund - Regular Plan - Growth current PE ratio is 31.43 and PB ratio is 3.59

The asset allocation of Tata Small Cap Fund - Regular Plan - Growth is Stocks : 90.14%, Debt : 9.77% and Gold : 0.10%

The minimum SIP amount for Tata Small Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Small Cap Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days

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