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Tata Small Cap Fund(IDCW)

IDCW
EquityMarket Cap Fund - Small Cap
Mid-size FundAssets Under Mgmt: ₹ 1,637 Cr
Very High RiskPrinciple investment will be at very high risk
22.690.19 (-0.82%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

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Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

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Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquityMarket Cap Fund - Small Cap
Mid-size FundAssets Under Mgmt: ₹ 1,637 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.38
No LabelNo Label
35.09
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4.73
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0.79
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40.45
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4.56

About Market Cap Fund - Small Cap

Market Cap Fund - Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 24M
Min. SIPMin. SIP
₹ 150
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Smallcap 100 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Fund ManagerRead more 

Exp: 18yrs

 | 

#Funds: 8

Exp: 12yrs

 | 

#Funds: 10

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AMC profile

Tata Asset Management Ltd. (TAML) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.

  • No.of Schemes

    43

  • Total AUM

    ₹ 80,155.64 Cr.