Tata Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.88
• Std Deviation 16.25%
• Tracking Error 0.00%

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.

The Tata Small Cap Fund Regular Growth has an AUM of 9203.23 crores & has delivered CAGR of 35.19% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.65%. The minimum investment in Tata Small Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include A) Repo, Sudarshan Chemicals Industries, Kirloskar Pneumatic Company & Basf India.

The major sectors where the fund is invested are Chemical Manufacturing, Biotechnology & Drugs, Electronic Instr. & Controls & Misc. Capital Goods.

Some of the similar funds are Bandhan Small Cap Fund Regular Growth, Invesco India Smallcap Fund Regular Growth, Tata Small Cap Fund Regular Growth, ICICI Prudential Smallcap Fund Growth, Canara Robeco Small Cap Fund Regular Growth. Tata Small Cap Fund Regular Growth has a sharpe ratio of 0.88 & a standard deviation of 16.25%.