Download the Policybazaar app
to manage all your insurance needs.
Tata Small Cap Fund Direct-Growth
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.
Best Investment Plans
-
Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
Unlike 12.5% in Mutual Funds
In-built life cover
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
-
Home
-
Mutual Funds in India
- Tata Small Cap Fund Direct-Growth
Investment Return Calculator (Power of Compounding)
- One Time
- Monthly
- Yearly
₹
View Plans
About Tata Small Cap Fund - Direct-Growth
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.
Overview of Tata Small Cap Fund - Direct-Growth
| Particulars | Details |
| 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. |
| Fund Options |
|
| Net Asset Value (as of 09 October 2023) | Tata Small Cap Fund – Direct Growth: Rs. 31.9131 |
| Asset Allocation |
|
| Market Cap Allocation |
|
| Systematic Investment Plan (SIP) | Available from Rs. 150 |
| Lock- in | No Lock-in Period |
| Fund Manager |
|
| Expense Ratio |
|
| Exit Load |
|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Top Holdings of Tata Small Cap Fund - Direct-Growth
| 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%) | |
| Reverse Repo | 10.53% |
| Net Receivables | 1.44% |
| Powergrid Infrastructure Investment Trust | 0.19% |
Top 10 Sector Allocations of Tata Small Cap Fund - Direct-Growth
| Sector | % of Total Holdings |
| Financial | 15.30% |
| Chemicals | 14.10% |
| Services | 13.30% |
| Healthcare | 10.60% |
| Construction | 10.50% |
| Others | 10.40% |
| Capital Goods | 9.50% |
| Consumer Staples | 8.70% |
| Metals & Mining | 7.60% |
Tata Small Cap Fund - Direct-Growth Returns
| Investment Period | Annualised Returns (Direct) |
| 1-Year | 27.79% |
| 2-Year | 19.13% |
| 3-Year | 41.35% |
| Returns Since Inception (RSI) | 26.66% |
*Fund NAV as of 31 August 2023
Documents Required to Invest in Tata Small Cap Fund - Direct-Growth
The documents required to invest in Tata Small Cap Fund - Direct-Growth typically include the following:
-
KYC Documents
-
Valid Government-issued Photo ID (like an Aadhar card, passport, or driver's license)
-
Proof of Address (utility bill, bank statement, or rental agreement)
-
-
PAN Card
-
Duly Filled Application Form
-
Bank Account Details
-
Passport-size photographs
-
Canceled Cheque
-
NRI/ OCI/ PIOs Documents
-
Overseas Address Proof
-
Valid NRI/ PIO Card
-
Valid Visa
-
NRE/ NRO Account Details
-
Steps to Invest in Tata Small Cap Fund - Direct-Growth
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.
Estimate Tata Small Cap Fund - Direct-Growth Returns with SIP Calculator
You can estimate the returns offered by investments in Tata Small Cap Fund - Direct-Growth through the following calculators:
-
SIP Calculator
-
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:
-
SIP Amount
-
Investment Duration
-
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.
FAQ's
-
Is Tata Small Cap a good fund?
Yes, the Tata Small Cap Fund is a good fund. Some of the key strengths of Tata Small Cap Fund:-
Consistent track record of outperformance
-
Experienced fund manager
-
Diversified portfolio
-
Low expense ratio
-
-
How good is Tata Small Cap Fund Direct Growth?
Tata Small Cap Fund Direct Growth is a good fund for investors who are looking to invest in small-cap stocks for the long term. Small-cap stocks are more volatile than large-cap stocks, meaning that they can go up and down in value more quickly. However, they also have the potential to generate higher returns over the long term. The Tata Small Cap Fund Direct Growth is also well-managed by Chandraprakash Padiyar, who has over 20 years of experience in the mutual fund industry. -
Is Tata Small Cap Fund good for the long term?
Yes, Tata Small Cap Fund is good for the long term. Small-cap stocks have the potential to generate higher returns over the long term than large-cap stocks. -
What is the size of the Tata Small Cap Fund Direct Growth fund?
The size of Tata Small Cap Fund Direct Growth fund is ₹6,015 Crores as of 30 August 2023.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
- SIP Calculator
- Income Tax Calculator
- Compound Interest Calculator
- NPS Calculator
- Show More Calculator
