Tata Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.89
• Std Deviation 15.90%
• 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 6014.79 crores & has delivered CAGR of 24.93% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.76%. The minimum investment in Tata Small Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 150.

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

The top holdings of the fund include A) Repo, IDFC, BASF India & Quess Corp.

The major sectors where the fund is invested are Investment Services, Electronic Instr. & Controls, Chemical Manufacturing & Misc. Fabricated Products.

Some of the similar funds are Tata Small Cap Fund Regular Growth, ICICI Prudential Smallcap Fund Growth, Aditya Birla Sun Life Small Cap Fund Growth, Canara Robeco Small Cap Fund Regular Growth, UTI Small Cap Fund Regular Growth. Tata Small Cap Fund Regular Growth has a sharpe ratio of 1.89 & a standard deviation of 15.90%.