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Small Cap Mutual Funds

TATA SMALL CAP FUND

Fund Overview

Tata Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks.

KEY ATTRIBUTES

Active allocations in Small Cap segment stocks

Aim to capture the opportunities provided by small cap space

Diligent stock selection

Will place high importance on fundamental strengths of the company and the underlying business

Who Should Invest?

Ideal for Investors:

  • With a long-term investment horizon looking to tap into opportunities provided by small cap

  • With Aggressive Risk profile

SCHEME DETAILS

  • Type of Scheme

    • An open-ended Equity Scheme predominantly investing in small cap stocks.
  • Category of scheme

    • Small Cap Fund
  • Investment objective

    • To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
  • Plans

    • Regular (Routed through Distributor) & Direct Plans
    • 1. Growth
    • 2. Dividend

This product is suitable for investors who are seeking*:

Long Term Capital Appreciation.

Predominant investment in equity/equity related instruments of small cap companies.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

*Mutual fund investments are subject to market risks, read all scheme related documents carefully

Sip Investment

Frequency No. of instalments Min. Amt.
Daily / weekly / monthly 12 ₹ 150/-
monthly 6 ₹ 1000/-
Quarterly 6 ₹ 1000/-
Start an Sip

Minimum Investment Amount

Purchase ₹ 5000/-
Additional Purchase ₹ 1000/- and in multiples of ₹1/- thereafter
Redemption Amt./ Units ₹ 500/- or 50 units
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