Tata Small Cap Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Small Cap Growth Direct Plan

NAV
₹28.3678
+0.37%
(5 Jun)
AUM
3,841 Cr
TER
0.25%
Risk
Very High Risk
Rating
Insights
Top watchlisted fund by investors
Most bought fund this month
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+33.2%
+29.7%
+27.6%
+27.1%
+20.2%
+18.9%
3Y
+46.3%
+44.0%
+49.4%
+64.3%
+40.2%
+46.4%
5Y
+15.7%
NA
+20.1%
+26.3%
+16.6%
+18.5%
ALL
+19.3%
+25.7%
+25.2%
+16.3%
+14.5%
+17.3%
VOL
16.4%
16.6%
17.7%
14.7%
-
15.2%
TER
0.8%
0.3%
0.8%
0.6%
-
0.9%
AUM
₹15,857 Cr
₹3,841 Cr
₹26,294 Cr
₹4,092 Cr
-
₹5,036 Cr
INFO
1.18
1.54
1.42
1.11
-
1.14
Past performance
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 30th Apr
Top holdings
A) Repo
9.6%
IDFC Ltd
4.2%
Radico Khaitan Ltd
3.9%
Quess Corp Ltd
3.3%
Redington Ltd
3.2%
BASF India Ltd
3.1%
Honda SIEL Power Products Limited
3.0%
Gujarat Pipavav Port Ltd
3.0%
Kirloskar Pneumatic Co Ltd Shs Dematerialised
2.9%
DCB Bank Ltd
2.9%
Top industry exposure
Industrials
25.9%
Basic Materials
12.4%
Consumer Cyclical
12.3%
Financial Services
9.6%
Consumer Defensive
7.1%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
4%
Lock-in period
-
Exit load
• 1% for redemption within 365 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. 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 manager(s)
Chandraprakash Padiyar
Satish Mishra

FAQs