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Given Over 66% SIP Returns In 3-Year, Outperformed Benchmark, This Small-Cap Fund Is Good For SIP

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Mutual funds, as a mode of investment for retail investors, continue to show robust collections. The monthly SIP contribution for the month of April 2022 was lower than the monthly SIP contribution for the month of March 2022, but the number of SIP accounts reached an all-time high in April 2022. Small-cap schemes have recently lost some lustre as investors became cautious following the market's volatility. However, the small-cap category has remained positive over the last year. This particular Small Cap fund highlighted here is rated CRISIL. The fund outperformed the benchmark.

 

Tata Small Cap Fund - Direct Plan-Growth

Tata Small Cap Fund - Direct Plan-Growth

As mentioned, it is a small-cap fund launched 3 years back on November 12, 2018, by the Tata Mutual Fund. The fund is a medium-sized fund of its category. The size of Asset Under Management (AUM) is 2092.05 crore. The recently declared Net Asset value (NAV) on 20th May 2022 is Rs 21.7813. It has an expense ratio of 0.47%, which is less than its category average expense ratio of 0.76%. It is currently managed by Chandraprakash Padiyar.

It's an open-ended equity mutual fund. This is a highly risky rated fund for investments. The fund is rated 2-star by the CRISIL and 4-star by the Value Research. The fund's benchmark is NIFTY Smallcap 250 TRI. This fund aims to generate long term capital appreciation by predominantly investing in equity and equity-related instruments of small-cap companies as it is an equity small-cap fund.

To start investment in this fund, the minimum amount required is Rs 5,000 and Rs 1,000 for additional investment. Whereas, for SIP, it is Rs 150. There is no lock-in period in this fund. It charges 1% fr redemption for units in excess of 12% of the investment within 365 days of the investment. 

Absolute & Annualised Returns
 

Absolute & Annualised Returns

Lump-Sum Investment Returns

Since its inception, it has delivered 24.75% average annual returns. 

TenureAbsolute ReturnsAnnualised Returns
1 Year21.34%21.34%
2 Year161.61%61.74%
3 Year108.79%27.78%
Since Inception117.81%24.75%

SIP Returns

TenureAbsolute ReturnsAnnualised Returns
1 Year1.90%3.56%
2 Year42.89%38.66%
3 Year66.70%36.20%
Portfolio

Portfolio

The fund has 88.24% investment in the equity of which, 1.5% is in mid-cap stocks, and 77.38% in small-cap stocks. The fund has the majority of its money invested in Services, Chemicals, Capital Goods, Materials, and Financial sectors. However, the fund has taken less exposure in the Services, and Chemicals sectors compared to other funds in the category. The fund's top holdings are in Allcargo Logistics Ltd., Greenply Industries Ltd., Redington India Ltd., Krsnaa Diagnostics Ltd., and BASF India Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Sunday, May 22, 2022, 0:17 [IST]
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