Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Item: Tata Small Cap Fund - Regular Plan - Idcw Reinvestment
Rating: 1
Author: RankMF

Equity Create Wealth

 Small cap Fund
Category Rank
Rating
It holds a large number of poor quality high risk stocks
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								22.9153

							(27/03/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                18.61
	                                
	                                24.49

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Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Equity

Small cap Fund

Create Wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

22.9153
(27/03/2023)

Time to Invest

Rating

It holds a large number of poor quality high risk stocks

	L 52Wk H
18.61		24.49

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Investment 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. .

Category
Equity - Small cap Fund
Benchmark
Nifty Smallcap 250 - TRI
Returns
Absolute
1M
-1.34%
3M
-2.88%
6M
1.68%
 Annualised
1Y
13.94%
3Y
44.00%
5Y
-

Historical NAV

NAV for scheme TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

3300.82 Cr

Tata Small Cap Fund - Regular Plan - Idcw Reinvestment AUM is 25% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil upto 12% of original cost of investments and 1% for more than 12% on or before 12M Nil after 12M

Lock In Period - NIL

Expense Ratio

1.93%

Turnover Ratio

5.28%

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TATA SMALL CAP FUND - REGULAR PLAN - IDCW REINVESTMENT

Rating

NAV

22.9153 (27/03/2023)

Average Return (XIRR p.a.)

Get upto -33.10% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

33.1%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 28th March 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

35.1%

Average Return (XIRR p.a.)

Get upto 2.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

33.1%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Tata Mutual Funds

Mutual Funds

Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Tata Small Cap Fund - Regular Plan - Idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Tata Mutual Funds

Mutual Funds

Timer STP

Invest Now

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