Jama - Tata Small Cap Fund


Tata Small Cap Fund


NAV : 26.2187
(+0.039299999999997226
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)
AUM : ₹668 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.93%8.34%19.88%14.45%41.39%34.75%NA



NAV History



Expense Ratio Trends


Fund Details

An equity scheme with focus towards small cap stocks
NAV26.2187
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio28.999999999999996%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,489₹1,08,947₹542
After 1 year₹1,14,446₹1,12,268₹2,179
After 3 years₹2,44,697₹2,31,536₹13,161
After 20 years₹3,89,81,549₹2,69,64,342₹1,20,17,207

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 34.75% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity & equity related instruments of small cap companies
Fund Manager:
Chandraprakash Padiyar