Tata Mutual Fund

Tata Small Cap Fund

By Rajendra

Apr 19, 2023

Scheme Analysis

Category 

Small Cap

Inception

Nov 12, 2018

Benchmark

Nifty SmallCap 250

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AUM  - 3,512 Cr

Fund Manager

Chandraprakash Padiyar & Satish Mishra

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Tata Small Cap Fund

Top 5 Holding

IDFC

Radico Khaitan

Redington

Gujrat Pipavav

DCB Bank

4.01

3.98

3.32

3.32

3.19

Total  -  17.82

aims to generate long term capital appreciation by investing in equity  of small cap companies.

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Investment Strategy

Capital Good

Services

Finance

Top 5 Sector

19.48

13.28

9.79

8.91

6.18

Healthcare

FMCG

Scheme is well positioned to provide the benefit of potential growth offered by small cap stocks.

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Investment Strategy

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

-

5.27%

Tata Small Cap Fund

Small Cap

94.73%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Sep. 2022

1 Year

3 Year

53 Month

Period

Value

12,827

54,399

91,063

Returns

12.89%

28.65%

26.38%

Monthly SIP of 1,000