Tata Small Cap Fund Direct Plan Growth

Equity | Small Cap

(NAV as of 10/10/2024)

48.49 (0.09)

3Y Returns

28.73%

Min SIP

₹100

Min Lumpsum

₹5000

Expense Ratio

0.32%

Fund Size

₹5819 Cr

Inception Date

12-Nov-18

Fund Manager

Chandraprakash Padiyar

Exit Load

Nil upto 12% of original cost of investments and 1% for more than 12% on or before 12M, Nil after 12M.

Wealthzi View

Fund Traits

Zi Tags

Description

Overall Fund Zi Tag

Asset Allocation

Equity

98.53%

Debt & Others

1.47%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

2.08%

Small Cap

96.45%

Other Cap

1.47%

Sector Allocation

Industrial Products

17.55%

Chemicals

7.63%

Transporation

6.88%

Commercial Services

6.60%

Pharmaceuticals

5.09%

Top Ten Holdings

IDFC Ltd

4.05%

Quess Corp Ltd

3.96%

BASF India Ltd

3.78%

Radico Khaitan Ltd

3.40%

Keystone Realtors Ltd

3.18%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Predominantly Investing In Equity And Equity Related Instruments Of Small Cap Companies.However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Tata Asset Management Limited

Scheme Document

http://www.tatamutualfund.com/downloads/scheme-information-document

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

Similar Funds

Fund

Zi Tag

Tata Small Cap Fund Direct Plan Growth

48.68%

28.73%

36.85%

Nippon India Small Cap Fund Direct Plan Growth Plan Growth

46.36%

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38.97%

Quant Small Cap Fund Direct Plan - Growth

50.45%

29.04%

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Bandhan Emerging Businesses Fund Direct Plan-Growth

68.38%

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Invesco India Small Cap Fund - Direct Growth

56.38%

26.94%

35.59%

Similar Funds

Tata Small Cap Fund Direct Plan Growth

48.68%

28.73%

36.85%

Nippon India Small Cap Fund Direct Plan Growth Plan Growth

46.36%

29.62%

38.97%

Quant Small Cap Fund Direct Plan - Growth

50.45%

29.04%

50.36%

Bandhan Emerging Businesses Fund Direct Plan-Growth

68.38%

28.13%

Invesco India Small Cap Fund - Direct Growth

56.38%

26.94%

35.59%

Franklin India Smaller Companies Fund - Direct Growth

42.07%

25.87%

31.64%

Edelweiss Small Cap Fund - Direct Plan - Growth

43.52%

25.11%

36.34%

Bank Of India Small Cap Fund-Direct Plan-Growth

44.44%

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40.5%

Hdfc Small Cap Fund - Direct Plan - Growth Option

33.23%

23.49%

31.42%

Dsp Small Cap Fund - Direct Plan - Growth

38.58%

23.43%

33.78%

Iti Small Cap Fund Direct Plan Growth

56.67%

23.2%

Canara Robeco Small Cap Fund Direct Growth

40.27%

23.09%

37.86%

Uti Small Cap Fund - Direct Growth Plan

40.63%

22.88%

Axis Small Cap Fund - Direct Plan Growth

38.78%

22.53%

30.93%

Sbi Small Cap Fund - Direct Plan - Growth

38.93%

22.38%

30.96%

Sundaram Small Cap Fund Direct Growth

38.47%

22.03%

31.81%

Icici Prudential Smallcap Fund - Direct Plan - Growth

34.92%

21.97%

32.14%

Union Small Cap Fund Direct Plan-Growth

32.84%

21.65%

32.31%

Kotak Small Cap Fund - Direct Plan - Growth

44.87%

21.23%

34.94%

Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan

37.77%

17.77%

26.98%

Pgim India Small Cap Fund Direct Plan - Growth

36.77%

15.57%

Lic Small Cap Fund - Direct Plan - Growth

7.25%

19.99%

Hsbc Small Cap Fund Direct Growth

2.08%

17.64%

Mahindra Manulife Small Cap Fund - Direct - Growth

55.35%

Motilal Oswal Small Cap Fund-Direct Plan-Growth

Quantum Small Cap Fund - Direct Plan Growth

Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth

45.61%

Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option

Hsbc Small Cap Equity Fund - Growth Direct Plan

-3.48%

14.59%

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