Jama - Tata Small Cap Fund


Tata Small Cap Fund


NAV : 20.8459
(+0.36100000000000065
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)
AUM : ₹668 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.03%-2.76%-8.14%5.86%44.95%25.31%NA



NAV History



Expense Ratio Trends


Fund Details

An equity scheme with focus towards small cap stocks
NAV20.8459
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio48.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,05,862₹1,03,934₹1,928
After 3 years₹1,96,779₹1,86,324₹10,455
After 20 years₹91,17,172₹63,35,702₹27,81,471

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 : 25.31% 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