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 IDCW Reinvest (DR)
₹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 Aug
Top holdings
A) Repo
7.6%
Sudarshan Chemical Industries Ltd
6.1%
Cash / Net Current Asset
4.8%
Usha Martin Ltd
3.5%
IDFC First Bank Ltd
3.5%
Kirloskar Pneumatic Co Ltd
3.3%
Godrej Industries Ltd
3.1%
BASF India Ltd
3.1%
Time Technoplast Ltd
2.8%
CE Info Systems Ltd
2.6%
Top industry exposure
Industrials
24.9%
Basic Materials
19.4%
Consumer Cyclical
18.0%
Healthcare
9.0%
Financial Services
4.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 12% units and 1% for redemption between 12% to Maximum% units and 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.