2. TATA SMALL CAP FUND ( DIRECT
GROWTH )
INFORMATION ABOUT TATA MUTUAL
FUND
1) Tata mutual fund the company was
established in 1994 and offers diverse
investment options to investors based
on their risk appetite financial
objectives and income.
2) according to company their
business is based on the 3 most
significant aspects performance
service and trust its vision is to
deliver a better quality of life to
their investors by securing their
financial future.
INTRODUCTION ABOUT THE SCHEME
1 ) Tata small cap fund ,direct growth was
establish on 13 NOV 2018. Tata small cap
fund , direct growth mainly focuses on
small cap stocks. These stocks are smaller
in size but have the potential to grow
quickly .
2 ) investing in small cap stocks can be
risky as they are volatile and can be
impacted by market conditions however
they can also offer high returns if invested
at the right time .
3 ) Tata small cap fund comes under
equity category of Tata mutual fund .
3. FEATURES OF TATA SMALL CAP FUND ( DIRECT GROWTH)
1) RETURNS = The fund annualized returns for the past 3 years and 5 years
has been around 38.14% and 29.26% and 1 years returns
is 42.9% .
2) SUITABLE FOR WHICH TYPES OF INVESTORS = Tata small cap fund direct growth is
suitable for investors who are looking to invest money for at least 3 to 4 years and looking
for high returns at the same time these investors should also be ready for possibility of
moderate losses in their investments.
3) RISK INVOLVES = Investing in Tata small cap fund direct growth can be more risky as
they are more volatile.
4. ADVANTAGES OF TATA SMALL CAP FUND DIRECT
GROWTH
1) LONG TERM INVESTMENT = Tata small cap fund is long term
investment plan.
2) OPEN ENDED = Tata small cap fund is open ended fund investors can
easily invest anytime there is no maturity period in Tata small cap fund
which means that investors can remain invested in the scheme for as long as
they want.
5. KEY HIGHLIGHTS OF TATA SMALL CAP FUND
DIRECT GROWTH
1) CURRENT NET ASSET VALUE = Current net asset value of the Tata
small cap fund direct growth plan as of FEB 02, 2024 is Rs 36.06 for
option of its direct plan
2) FUND SIZE = Tata small cap fund direct plan currently holds assets
management worth of Rs 5819.07 crore as on DEC 31, 2023
3) EXPENSE RATIO = the expense ratio of the fund is 0.31% for direct
as on JAN 18, 2024.
4) EXIT LOAD = Tata small cap fund direct plan shall attract an exit
for units more than 12% of the investments , an exit load of 1% if
within 12 months *
5) MINIMUM INVESTMENT = Minimum investment required is Rs
and minimum additional investment is Rs 1000 minimum SIP
Rs 100
6. How can you invest in Tata Mutual Funds
You can invest in Tata Mutual Fund online simply by following the few steps
mentioned below:
Step 1. Log-in to your Groww account or register yourself if you don’t have one.
Step 2. Upload your proof of identity documents like Aadhaar,Voter ID, PAN, Driving
License, Passport, Central or State Government ID card, etc.).
Step 3. Upload your proof of address documents like any identity proof documents with
your permanent address, etc.
Step 4. Select the period you want to invest your funds.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Select your preferred Tata Mutual Fund.
Step 7. Click on “Invest OneTime” is you want to invest a lump sum amount or “Start SIP”
if you want to invest via SIP.
The Tata Mutual Fund in India you have invested in will appear in your Groww account
within 3 to 4 working days.
