TATA Small Cap Fund: Survivor Of Pandemic
Ever since there has been an outcry in the world due to the pandemic, all the investors and investment companies have fallen a lot. They have also had to go through the worst. People lost their businesses and this thing has also made a deep impact on everything, even on mutual funds whether it is large-cap mutual funds or small-cap mutual funds. But even in this pandemic, some mutual funds met the expectations of the investors and TATA Small Cap Fund is one of them.
TATA Small Cap Fund is an open-ended equity scheme launched by Tata Mutual Fund in November 2018, Onwards then it was managed by Satish Chandra Mishra (2019- Present) and Chandra Prakash Padiyar (2018- Present). The sole purpose of this fund is to produce long-term growth with reasonable stability for investors.
As per the analysis from the SEBI (Securities and Exchange Board of India)2022, it has a capital size of 2048.46 Cr as of31 March 2022. Withholding analysis in equity 89.7%, in Cash 9.6%, and Debt 0.7%, and its provided 20.36% returns since launched. The equity holds stakes of approximately 1838 crores via investments and holdings in various sectors including services, chemicals, consumer staples, capital goods, financial, healthcare, automobile, and others. Its fund benchmark is Nifty Small cap 250 TRI.
According to the statistics for June 2022 expense ratio would be charged 2.13% including GST, with an exit load of 12%, stamp duty 0.005%, and Tax implication would be 10-15%
TATA Small Cap Fund offers two plans: Regular Plan & Direct-Growth Plan. In a Regular plan, A investor has to buy the funds through an intermediate like a broker, advisory firm, or distributor. In Direct Plan, A investor can have funds directly through the company or Asset Management Companies and provide three tenure time-period six months, one year, three years, and five years.
The financial experts and experienced Mutual fund investors believe that this fund never let the investor’s expectations down and provides return from time to time as promised, further they advise investing in this mutual fund for a long-term investment with stability. The best thing about this fund is you can start a SIP investment just with Rs. 150. The investors who invested in the Tata Small-cap fund got an amazing return over some time in one year (5.26%), Three years (23.03%).
Hence, do research and then do what is correct.
If you know about SBI Focused Equity Fund. Do read this topic- SBI Focused Equity Fund
From Hemant K Midha