Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 13 November, 2018. The fund is managed by Satish Mishra, Chandraprakash Padiyar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.29% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹6236 Cr |
Inception Date | 13 November, 2018 |
Min Lumpsum/SIP | --/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 4.07% |
Size breakup
Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 8.86% | 8.86% |
6 Month Returns | 22.51% | 22.51% |
1 Year Returns | 48.57% | 48.57% |
3 Years Returns | 142.16% | 34.29% |
5 Years Returns | 259.38% | 29.15% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 0.91 | 7.9 | 6.89 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 0.61 | 0.7 | 0.77 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 2.8 | 1.64 | 1.04 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Small Cap Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 10.04 | 13.89 | 20.63 |