Tata Small Cap Fund

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

AUM - 3,512 Cr

Fund Manager

Chandraprakash Padiyar & Satish Mishra

Tata Small Cap Fund

Top 5 Holding

IDFC

Radico Khaitan

Redington

Gujrat Pipavav

DCB Bank

4.01

3.98

3.32

3.19

Total - 17.82

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

Image Credit - Unsplash

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.

Image Credit - Unsplash

Investment Strategy

Market Cap Exposure Large Cap

Mid Cap

-

5.27%

Tata Small Cap Fund

Small Cap

94.73%

SIP Performance Exit Load upto 1 year - 1%

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