Tata Small Cap Fund
Small Cap Fund
Launch Date: 19 Oct 2018
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Tata Small Cap Fund
Small Cap Fund
Fund Health
Returns 📈
Typically 21-22% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Tata Small Cap Fund | 21% | 12% | 0% | Good |
Nippon India Small Cap Fund | 23% | 19% | 12% | Good |
Invesco India Smallcap Fund | 24% | 23% | 0% | Good |
Nifty Smallcap 250 Benchmark | 15% | 21% | 26% | — |
Small Cap Fund Category Average | 20% | 18% | 16% | — |
Return
Long Term -
Average
Average compared to other funds / index
Recent
Bad
Very Low compared to other funds / index
Overall
Bad
Poor long term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Details
AUM
₹3795 Cr
Expense Ratio
0.33%
Exit Load
1)NIL - Redemption/Switch- out/SWP/STP on or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment. 2) 1% - Redemption/Switch-out/SWP/STP on or before expiry of 12 Months from the 1% date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment.3)Redemption/Switch-out/SWP/STP after expiry of 12 Months from the date of allotment - NIL
Minimum Amount
N/A
Fund Manager
FM-1 Chandraprakash Padiyar, FM-2 Jeetendra Khatri
Fund House
Tata Asset Management Limited
Launch Date
19 Oct 2018
Age
7 years
Category
Small Cap Fund
Benchmark
NIFTY SMALLCAP 250 TRI
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