The Tata Small Cap Fund Direct Growth is an investment option managed by Tata Asset Management Limited. It aims to generate long-term capital appreciation by primarily investing in small-cap stocks. This fund offers direct growth options that allow you to potentially benefit from the growth potential of small-cap companies while bypassing distributor commissions. It is designed for investors who seek higher returns by taking calculated risks in the dynamic small-cap segment of the Indian equity market.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
Tata Small Cap Fund - Direct Growth is an open-ended equity mutual fund scheme launched by Tata Mutual Fund on 12 November 2018. It focuses predominantly on small-cap companies to achieve long-term capital growth.
The current Assets Under Management (AUM) of Tata Small Cap Fund - Direct-Growth is up to Rs. 6,014.79 crores with Net Asset Value (NAV) of Rs. 31.91.
The fund is ideal for investors seeking substantial returns over a 3-4 year horizon. However, you should also be prepared for the potential of increased investment losses.
|Fund Name||Tata Small Cap Fund - Direct-Growth Plan|
|Fund House||Tata Mutual Fund|
|Launched On||12 November 2018|
|Asset Under Management (AUM)||Rs. 6,014.79 Crores|
|Benchmark Index||Nifty Small-cap 250 TRI|
|Risk Category||Very High|
|Investment Objective||To achieve long-term capital growth by primarily investing in small-cap company stocks and related equity instruments.|
|Net Asset Value (as of 09 October 2023)||Tata Small Cap Fund – Direct Growth: Rs. 31.9131|
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Available from Rs. 150|
|Lock- in||No Lock-in Period|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Name of Holdings||% of Total Holdings|
|Top 5 Equity Holdings (87.84%)|
|Infrastructure Development Finance Company Limited||4.05%|
|BASF India Ltd.||3.16%|
|Quess Corp Ltd.||3.12%|
|Radico Khaitan Ltd.||2.77%|
|Keystone Realtors Private Ltd.||2.57%|
|Other Cash Holdings (12.16%)|
|Powergrid Infrastructure Investment Trust||0.19%|
|Sector||% of Total Holdings|
|Metals & Mining||7.60%|
|Investment Period||Annualised Returns (Direct)|
|Returns Since Inception (RSI)||26.66%|
*Fund NAV as of 31 August 2023
The documents required to invest in Tata Small Cap Fund - Direct-Growth typically include the following:
Valid Government-issued Photo ID (like an Aadhar card, passport, or driver's license)
Proof of Address (utility bill, bank statement, or rental agreement)
Duly Filled Application Form
Bank Account Details
NRI/ OCI/ PIOs Documents
Overseas Address Proof
Valid NRI/ PIO Card
NRE/ NRO Account Details
Follow the steps mentioned below to start investing in a Tata Small Cap Fund - Direct-Growth Plan:
Step 1: KYC Verification- Ensure your KYC is complete by submitting the required documents.
Step 2: Choose Investment Mode- Decide between lump sum or SIP (Systematic Investment Plan).
Step 3: Fill Application Form- Complete the fund's application form, available online or with distributors.
Step 4: Provide Details- Fill in personal and bank details, investment amount, and choice of investment plan.
Step 5: Submit Documents- Attach necessary documents, including ID, PAN card, and cancelled cheque.
Step 6: Make Payment- Make the initial investment payment through your bank account.
Step 7: Confirmation- You will receive a confirmation of your investment, and units will be allotted.
You can estimate the returns offered by investments in Tata Small Cap Fund - Direct-Growth through the following calculators:
Mutual Fund Calculator
The Policybazaar SIP calculator is a free and easy-to-use online tool that helps you estimate the future value of your investments made through the Tata Small Cap Fund - Direct Growth Systematic Investment Plan.
To use this calculator, you need to enter the following information:
Expected Rate of Return
Frequency of SIP (monthly/ quarterly/ annually)
Once you have entered all the details, the SIP calculator will automatically show you the estimated returns of your investment.
Consistent track record of outperformance
Experienced fund manager
Low expense ratio
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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