Tata Small Cap Fund as the name suggests is a mutual fund that places higher exposure towards small cap stocks in the fund. Small cap stocks are essentially firms which have a market capitalization below Rs 5,000 crore. These companies are smaller in size but have the potential to grow quickly, however, they come with a significant amount of risk attached to them as they are more susceptible to macro economic changes.Tata Small Cap Fund aims to generate long-term capital appreciation by investing in such small-cap companies with strong growth potential. Investing in small-cap stocks can be risky as they are more volatile and can be impacted by market conditions. However, they can also offer high returns if invested at the right time. Tata Small Cap Fund includes stocks such as IDFC, Radico Khaitan and Redington.
Expense ratio | 0.29% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹6236 Cr |
Inception Date | 13 November, 2018 |
Min Lumpsum/SIP | --/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 4.07% |
Size breakup
Tata Small Cap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 10.18% | 10.18% |
6 Month Returns | 24.92% | 24.92% |
1 Year Returns | 50.12% | 50.12% |
3 Years Returns | 137.78% | 33.47% |
5 Years Returns | 272.56% | 30.09% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Small Cap Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Small Cap Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Small Cap Fund Direct Growth | 2.8 | 1.64 | 1.04 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Small Cap Fund Direct Growth | 10.04 | 13.89 | 20.63 |