NFO of TATA SMALL CAP FUND now available on Kuvera

TATA SMALL CAP FUND is an open ended equity scheme predominantly investing in equity/equity related instruments of small cap companies. The performance of the Scheme would be bench-marked against Nifty Small Cap 100 TRI Index.

The Scheme intends 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.

 

Details:

  • Open ended equity scheme predominantly investing in small cap stocks.
  • Subscription closes on 2-Nov-2018
  • Expected Date of Allotment before 13-Nov-18
  • Invest minimum of Rs. 5,000/- and in multiple of Rs 1/- thereafter
  • Scheme re-opens for ongoing sale and repurchase on: 19-Nov-18
  • Exit Load: 1% if units are redeemed/switched out within 2 Years from the date of allotment. Thereafter, nil.

For detailed scheme related information read Scheme Information Document

 

Investment Strategy:

The scheme seeks to achieve its investment objective by predominantly investing in equity /equity related instruments of small cap companies as well a small portion in equity and equity related instruments of other than small cap companies.

The focus of this Scheme is to provide investors a reasonably diversified portfolio of small-cap stocks.

 

Asset Allocation Pattern:

The asset allocation pattern for the scheme under normal circumstances is detailed in the table below: 

 

About the Fund Manager

Chandraprakash Padiyar (40) joined Tata Asset Management as a senior fund manager (equities), in September 2018.

Prior to his appointment at Tata Asset Management, Chandraprakash previously worked with Alchemy Capital Management Pvt Ltd. as portfolio manager for the onshore long-only strategies.

Chandraprakash has over 18 years of experience in research and fund management. He began his career in equity research and analysis at UTI Mutual Fund and in time was designated fund manager, overseeing the mutual fund schemes.

Chandraprakash is an M.B.A. (Finance) from Symbiosis Institute of Business Management affiliated to the University of Pune and has cleared all 3 levels of CFA Program from The CFA Institute, USA.

Other schemes under his management are –  Tata Hybrid Equity Fund, Tata Large & Mid Cap Fund and Tata Offshore India Opportunities Scheme. He reports to Chief Investment Officer – Equities at Tata Mutual Fund.

 

TOP 5 FUNDS IN THIS CATEGORY:

Fund Name 1Y  3Y  Since Launch
VOL  EXP  AUM  INFO 
L&T EMERGING BUSINESSES (DG) -7.2% 17.0% 22.2% 14.3% 1.6% ₹ 5,044 Cr. 1.55
HDFC SMALL CAP (DG) 2.4% 16.6% 18.6% 13.6% 0.6% ₹ 4,947 Cr. 1.36
SBI SMALL CAP (DG) -6.6% 14.7% 26.7% 15.2% 1.5% ₹ 1,038 Cr. 1.76
RMF SMALL CAP (DG) -7.2% 13.8% 24.9% 16.0% 1.2% ₹ 6,811 Cr. 1.56
ABSL SMALL CAP (DGI) -20.1% 9.6% 17.4% 15.2% 1.3% ₹ 2,050 Cr. 1.14

 

According to Tata Mutual Fund, Tata Small Cap Fund is ideal for these investors: 

  • With a long-term investment horizon looking to tap into opportunities provided by small cap.
  • Ideal for investors with Aggressive Risk profile.

 

How to invest:

Go to Explore Funds and then click on NFO to see all the NFOs listed on Kuvera at any given moment. Enter the amount online and pay for it using net banking – just like any other lumpsum investment on Kuvera. Easy as that!

If your favorite NFO is not available, then email us at [email protected] and we will add it online.

 

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