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

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

  • Current NAV

    ₹35.25 0.4631%

    08-05-2024
  • Annual Returns

    44.87%

  • Min. SIP ₹100

    Min. Investment ₹5000

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

Monthly SIP Target Amount

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Annual returns
I can wait for

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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.04% -0.65% -0.89%
1M 4.81% 2.43% -0.32%
3M 7.69% 3.26% 2.47%
6M 22.41% 19.87% 15.84%
1Y 44.87% 49.73% 25.58%
2Y 31.71% 29.09% 18.29%
3Y 30.09% 27.39% 16.41%
5Y 27.93% 26.91% 15.45%
ALL 26.07% 21.27% 14.05%

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Risk scale

Very High

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Fund Managers

Chandraprakash Padiyar
Chandraprakash Padiyar

Fund Manage - 3

Total AUM. - 14882Cr.

Jeetendra Khatri
Jeetendra Khatri

Fund Manage - 1

Total AUM. - 6135Cr.

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Portfolio Analysis

Equity94.28% Others5.72%

Market Cap

Top 5 Sectors

Services

Financial

Capital Goods

Healthcare

Chemicals

Top 5 Companies

BASF India Ltd.

Quess Corp Ltd.

Gujarat Pipavav Port Ltd.

IDFC Ltd.

Radico Khaitan Ltd.

Market Cap

Top 5 Sectors

Others

Services

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata Infrastructure Fund-Regular Plan- Growth Option 2.18% 11.48% 37.35% 66.16% 26.35%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 0.48% 4.88% 27.44% 55.44% 23.01%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 2.91% 7.48% 24.94% 54.81% 23.52%
Tata Mid Cap Growth Fund Regular Plan- Growth Option 2.91% 7.48% 24.94% 54.81% 23.59%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 2.91% 7.48% 24.94% 54.81% 23.52%
Tata Business Cycle Fund-Regular Plan-Growth 1.21% 6.38% 25.74% 51.48% 0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) 1.1% 7.86% 31.03% 48.79% 19.31%
Tata Nifty Financial Services Index Fund-Reg (G) 1.1% 7.86% 31.03% 48.79% 19.31%
See More About Tata Mutual Fund

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for long-term, high wealth creation, catering to investors seeking substantial growth
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders
  • Suitability Duration of this fundDuration
  • A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.

Frequently Asked Questions

What is the current NAV of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option as of 08-05-2024 is 35.2485.

What is the expense ratio of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option is Rs 5819.07 Crs.

Is TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

The fund's top 5 holdings are in Bajaj holdings and investment Services, Financial, Capital Goods, Healthcare, Chemicals.

How to start online SIP in TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option?

Redeeming your investments in TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Chandraprakash Padiyar, Jeetendra Khatri, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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