TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option

TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option is a scheme launched by Tata Mutual Fund on November 12, 2018, and falls under the Small Cap fund category. It currently manages an AUM of Rs 11,415.83 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.7% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option trailing returns over different times are -6.42% (1 year), 20.79% (3 year) and 28.86% (5 year). The average annual return of this fund stands at -3.83%.