Report Wire - This TATA mutual fund turns 4 years, month-to-month SIP of ₹10,000 turns ₹8.39 lakh
December 3, 2022

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This TATA mutual fund turns 4 years, month-to-month SIP of ₹10,000 turns ₹8.39 lakh

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The fund manager of Tata Small Cap Fund is Chandraprakash Padiyar (Managing Since 19-Oct-18 and overall experience of 21 years). (istockphoto)

An open-ended fairness scheme that primarily invests in small-cap equities is the Tata Small Cap Fund. The scheme’s funding aim is to supply long-term capital development primarily through investments in equity-related devices of small-cap corporations. Both Value Research and Morningstar have awarded the fund a 3-star score. The fund was launched on November 12, 2018, and as of now, it has efficiently accomplished its first 4 years. A month-to-month SIP of ₹10,000 would now have grown to ₹8,39 lakh because of the fund’s annualised return of 30.65% since its inception.

Performance of Tata Small Cap Fund

Due to the fund’s 16.18% return over the past 12 months, in comparison with the Nifty Smallcap 250 TRI index’s 4.50% return, a month-to-month SIP of ₹10,000 would have grown your complete funding of ₹1.20 lakh to ₹1.30 lakh. When in comparison with the Nifty Smallcap 250 TRI index’s efficiency over the previous three years, which was 29.75%, the fund has produced an annualised SIP return of 34.89%. As a outcome, a month-to-month SIP of ₹10,000 would have accelerated your complete funding of ₹3.60 lakh to ₹5.90 lakh. Since inception the fund has generated an annualized SIP return of 30.65% in comparison with the efficiency of Nifty Smallcap 250 TRI index of 25.50%, therefore a month-to-month SIP of ₹10,000 would now have grown your complete funding of ₹4.70 lakh into ₹8.39 lakh.

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Tata Small Cap Fund (tatamutualfund.com) Key particulars of Tata Small Cap Fund

The fund supervisor of Tata Small Cap Fund is Chandraprakash Padiyar (Managing Since 19-Oct-18 and general expertise of 21 years) whereas the Assistant Fund Manager of the fund is Satish Chandra Mishra (Managing Since 1-Nov-19 and general expertise of 15 years). The fund is benchmarked in opposition to Nifty Smallcap 250 TRI and as on thirty first October 2022, the fund has an AUM of Rs. 2664.24 Cr and a month-to-month common AUM of Rs. 2623.36 Cr. As of thirty first October, the fund’s NAV was ₹24.7869 for the direct possibility and ₹22.9871 for the common possibility. The fund has an expense ratio of 0.29 for the direct plan and a couple of.20 for the common possibility.

The fund has high 10 sector allocation of Capital Goods, Services, Financial Services, Fast Moving Consumer Goods, Chemicals, Healthcare, Automobile And Auto Components, Consumer Durables, Consumer Services, Textiles, Construction, Construction Materials, Oil Gas And Consumable Fuels, Media Entertainment Publication, and Information Technology. The fund’s high 10 holdings are in Allcargo Logistics Ltd, IDFC Ltd, Dcb Bank, Basf India, Kirloskar Pneumatic Company, Redington (India), Tube Investments Of India, Greenply Industries, Agro Tech Foods and Gujarat Pipavav Port. The fund has a market cap-wise publicity in direction of equities of 94.26% in small-cap shares, and 5.74% in mid-cap shares.

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