Tata Small Cap Fund: One of the best options for investing is in mutual fund schemes. Over the past few years, investors have received substantial returns from the Systematic Investment Plan in Mutual Fund Schemes. We are providing you with details regarding an open-ended equity plan that currently invests primarily in small-cap stocks with investor funds. The scheme is called the Tata Small Cap Fund.
This fund was established on November 12, 2018.In the current scenario, this fund has been in operation for four years. SIPs of Rs 10,000 have helped investors accumulate a fund of Rs 8.39 lakh so far. The fact that this fund has offered an annual return of roughly 30.65 percent makes it stand out from the competition.
Over the past three years, impressive returns include:
The Tata Small Cap Fund has contributed approximately 29.75% to the gains that the Nifty Smallcap 250 TRI Index has experienced over the course of the previous three years.
In this instance, the Rs 10,000 invested in SIPs over the past three years amounts to Rs 3.60 lakh. This fund has increased to 5.90 by nearly 30% in this scenario. However, if we take into account the past four years, the initial investment of Rs. 4.70 has yielded a total return of Rs. 8.39 lakh.
Tata Fund Small Cap:
Since October 19, 2018, Chandraprakash Padiyar has been in charge of the Tata Small Cap Fund. In addition, Satish Chandra Mishra is the assistant manager of this fund. He has been in charge of this fund ever since January 1, 2019.He has been doing this work in a similar setting for 15 years. This fund will have Rs under management up until October 31, 2022.266.44 crores. It also has a MUV of Rs 2623.36 crore for the month.
Where are the fund’s investments made?
The Tata Small Cap Fund is an open-ended equity plan in which investors invest primarily in small-cap stocks. Numerous schemes, including those in the chemical, healthcare, automobile, textile, building materials, consumer durables, media, information technology, and other industries, utilize this mutual fund. put your money into a variety of lucrative sectors. It is crucial to note that the Tata Small Cap Fund invested 94.26 percent of its assets in small-cap stocks, with the remaining funds going to mid-cap stocks.
