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Tata Small Cap Fund Regular Plan Growth
NAV (Apr 26,2024)
The Tata Small Cap Fund - Regular Plan - Growth is a mutual fund scheme that focuses on investing in small-cap stocks. With an expense ratio of 1.77%, it has a higher PE ratio of 45.57 and PB ratio of 5.73. Established on November 12, 2018, this fund requires a minimum investment of INR 5000 and has an AUM (Assets Under Management) of INR 5819.06. It offers growth-oriented returns to investors.
Tata Small Cap Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Tata Small Cap Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio45.57
- P/B Ratio5.73
- Alpha-0.01
- Beta0.72
- Sharpe0.19
- Sortino0.28
Fund Overview
1.77%
0%
No Lock-in
₹ 5819.06 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,939.75 (9.40%) | ₹ 12,431.91 (24.32%) | ₹ 14,806.87 (48.07%) | ₹ 23,356.68 (133.57%) | ₹ 33,524.4 (235.24%) |
₹ 30,000 | ₹ 32,819.25 (9.40%) | ₹ 37,295.73 (24.32%) | ₹ 44,420.61 (48.07%) | ₹ 70,070.04 (133.57%) | ₹ 1,00,573.2 (235.24%) |
₹ 50,000 | ₹ 54,698.75 (9.40%) | ₹ 62,159.55 (24.32%) | ₹ 74,034.35 (48.07%) | ₹ 1,16,783.4 (133.57%) | ₹ 1,67,622 (235.24%) |
₹ 80,000 | ₹ 87,518 (9.40%) | ₹ 99,455.28 (24.32%) | ₹ 1,18,454.96 (48.07%) | ₹ 1,86,853.44 (133.57%) | ₹ 2,68,195.2 (235.24%) |
₹ 1,00,000 | ₹ 1,09,397.5 (9.40%) | ₹ 1,24,319.1 (24.32%) | ₹ 1,48,068.7 (48.07%) | ₹ 2,33,566.8 (133.57%) | ₹ 3,35,244 (235.24%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- IDFC LTD4.52%
- QUESS CORP LTD4.32%
- BASF INDIA LTD4.02%
- RADICO KHAITAN LTD3.56%
- ELANTAS BECK INDIA LTD3.15%
- KEYSTONE REALTORS LTD3.01%
- UTI ASSET MANAGEMENT COMPANY LTD2.93%
- KRSNAA DIAGNOSTICS LTD2.90%
- GUJARAT PIPAVAV PORT LTD2.86%
- REDINGTON INDIA LTD2.73%
- C E INFO SYSTEMS LTD2.68%
- NETWEB TECHNOLOGIES INDIA LTD2.63%
- CIE AUTOMOTIVE INDIA LTD2.60%
- DCB BANK LTD2.59%
- SUVEN PHARMACEUTICALS LTD2.48%
- KSB LTD2.45%
- ALLCARGO GLOBAL LOGISTICS LTD2.37%
- AGRO TECH FOODS LTD2.35%
- KIRLOSKAR PNEUMATIC COMPANY LTD2.33%
- GREENPLY INDUSTRIES LTD2.24%
- TIME TECHNOPLAST LTD2.16%
- GOKALDAS EXPORTS LTD2.13%
- HONDA INDIA POWER PRODUCTS LTD2.11%
- HEALTHCARE GLOBAL ENTERPRISES LTD2.10%
- NIPPON LIFE INDIA ASSET MANAGEMENT LTD2.08%
- WONDERLA HOLIDAYS LTD1.82%
- HIKAL LTD1.72%
- SAMHI HOTELS LTD1.70%
- SHOPPERS STOP LTD1.70%
- FINOLEX CABLES LTD1.65%
- CARBORUNDUM UNIVERSAL LTD1.53%
- R R KABEL LTD1.51%
- VESUVIUS INDIA LTD1.43%
- MM FORGINGS LTD1.31%
- AKZO NOBEL INDIA LTD1.29%
- NATCO PHARMA LTD1.25%
- RALLIS INDIA LTD1.20%
- ASK AUTOMOTIVE LTD1.14%
- TRANSPORT CORPORATION OF INDIA LTD1.11%
- A REPO1.06%
- EVEREADY INDUSTRIES INDIA LTD1.05%
- GRAPHITE INDIA LTD0.98%
- EUREKA FORBES LTD0.97%
- RAMCO INDUSTRIES LTD0.85%
- KIRLOSKAR FERROUS INDUSTRIES LTD0.81%
- PCBL LTD0.80%
- VARDHMAN SPECIAL STEELS LTD0.74%
- GANESHA ECOSPHERE LTD0.70%
- CERA SANITARYWARE LTD0.67%
- AUTOMOTIVE AXLES LTD0.53%
- S H KELKAR AND COMPANY LTD0.39%
- TRANSINDIA REAL ESTATE LTD0.25%
- CASH NET CURRENT ASSET0.23%
- POWERGRID INFRASTRUCTURE INVESTMENT TRUST0.17%
- ALLCARGO TERMINALS LTD0.12%
- Finance - NBFC4.52%
- BPO/ITeS4.32%
- Forgings3.91%
- Logistics3.59%
- Chemicals3.54%
- Cable3.17%
- Port2.86%
- Trading2.73%
- IT - Software2.68%
- IT - Hardware2.63%
- Bank - Private2.59%
- Edible Oil2.35%
- Compressors / Pumps2.33%
- Wood & Wood Products2.24%
- Plastic Products2.16%
- Textile2.13%
- Electric Equipment2.11%
- Retailing1.70%
- Auto Ancillary1.66%
- Abrasives1.53%
- Refractories1.43%
- Miscellaneous1.29%
- Paints1.29%
- Batteries1.05%
- Castings/Forgings0.81%
- Carbon Black0.80%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.75% |
ITI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.02% |
Quant Small Cap Fund - Growth | EQUITY | Very High | 34.76% |
Bank of India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.27% |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.02% |
Sundaram Small Cap Fund - Growth | EQUITY | Very High | 21.29% |
Canara Robeco Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.04% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.02% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.46% |
DSP Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 17.96% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 75.57% |
Nippon India Small Cap Fund - Growth | EQUITY | Very High | 57.88% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 55.30% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 44.70% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 44.44% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 41.02% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 40.23% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 38.92% |
PGIM India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.58% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.47% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Small Cap Fund - Growth | EQUITY | Very High | 39.32% |
Canara Robeco Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 34.40% |
Edelweiss Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.76% |
Bank of India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.39% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 32.55% |
DSP Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 31.15% |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 30.32% |
Sundaram Small Cap Fund - Growth | EQUITY | Very High | 28.41% |
Aditya Birla Sun Life Small Cap Fund - Growth | EQUITY | Very High | 26.30% |
ITI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.03% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Small Cap Fund - Growth | EQUITY | Very High | 37.73% |
Nippon India Small Cap Fund - Growth | EQUITY | Very High | 30.40% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 27.32% |
Union Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.71% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 25.60% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.15% |
HSBC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.09% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.95% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 23.31% |
Aditya Birla Sun Life Small Cap Fund - Growth | EQUITY | Very High | 18.27% |
Fund Managers
Mr. Chandraprakash PadiyarSenior Fund Manager
From April 2007 to August 2018 with Alchemy Capital Management Pvt. Ltd. (10 years) where he was & Portfolio for their onshore long only strategies. Reporting to Chief Investment Officer.
Mr. Jeetendra KhatriAssistant Fund Manager and Research Analyst
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