Tata Mutual Fund

Tata Small Cap Fund

By Rajendra

Oct 21, 2022

Scheme Analysis

Category 

Small Cap

Inception

Nov 12, 2018

Benchmark

Nifty SmallCap 250

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AUM  - 2,571 Cr

Fund Manager

Chandraprakash Padiyar & Satish Mishra

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Tata Small Cap Fund

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

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Investment Strategy

Top 5 Holding

All Cargo Logistic

DCB Bank

BASF  India

Kirloskar Pneumatic

Redington

4.95

4.08

3.94

3.84

3.79

Total 20.60

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

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Investment Strategy

Capital Goods

Services

Financial Service

Top 5 Sector

17.24

16.10

9.72

7.85

7.67

FMCG

Chemical

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Market Cap Exposure

Large Cap

Mid Cap

-

6.29%

Tata Small Cap Fund

Small Cap

93.71%

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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

46 Month

Period

Value

12,996

59,762

82,195

Returns

15.79%

35.90%

31.47%

Monthly SIP of 1,000