Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Cash / Net Current Asset
5.0%
IDFC First Bank Ltd
4.6%
Kirloskar Pneumatic Co Ltd
4.5%
Usha Martin Ltd
4.3%
Sudarshan Chemical Industries Ltd
4.1%
Tega Industries Ltd
4.0%
Godrej Industries Ltd
3.6%
CE Info Systems Ltd
3.0%
Wockhardt Ltd
2.6%
BASF India Ltd
2.6%
Top industry exposure
Industrials
30.8%
Basic Materials
17.9%
Consumer Cyclical
17.0%
Financial Services
6.7%
Technology
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
12%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund 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.