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(%) | 38.47 | 28.62 | 25.02 | N/A |
Average Rolling Returns(%) | 33.95 | 33.69 | 26.51 | N/A |
The Current NAV of Tata Small Cap Fund - Regular Plan - Growth is ₹34.72.
It is better to invest in a fund with a longer track record as Tata Small Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
Tata Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.74%
The process for redemption is
The AUM of Tata Small Cap Fund - Regular Plan - Growth is currently ₹6,236 Crores.
The Top three stocks are BASF India, Quess Corp and Gujarat Pipavav Port and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.
Top three sectors of Tata Small Cap Fund - Regular Plan - Growth fund are Chemicals, Capital Goods and BFSI accounting for 38% 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 46.51 and PB ratio is 5.79
The asset allocation of Tata Small Cap Fund - Regular Plan - Growth is Stocks : 94.28%, Debt : 5.56% and Gold : 0.16%
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 Nil upto 12% of original cost of investments and 1% for more than 12% on or before 12 months, Nil after 12 months