NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Tata Small Cap Fund Growth for NRI [43.35]

Min Investment

5,000

Fund Size

9,572.45 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

43.35

0.00%

NAV as on 18 Dec 24, 12:00 AM

very high risk

small cap

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

small cap

equity

32.04%p.a.

Last 1Y

24.96%p.a.

Last 3Y

32.12%p.a.

Last 5Y

27.11%p.a.

Since Inception

About Tata Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Tata Small Cap Fund Growth scheme from Tata Asset Management Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Nov 2018, Tata Small Cap Fund Growth is Small-Cap fund of its category with 9,572.45 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Tata Small Cap Fund Growth delivered 32.0% annual returns during the last year. It has delivered 27.1% average annual returns since the fund was launched.
  • Tata Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Top 10 Holdings

BASF India Ltd

4.80%

Kirloskar Pneumatic Co Ltd

4.17%

Quess Corp Ltd

3.54%

Godrej Industries Ltd

3.47%

IDFC First Bank Ltd

3.34%

Time Technoplast Ltd

3.33%

ELANTAS Beck India Ltd

2.87%

UTI Asset Management Co Ltd

2.67%

Krsnaa Diagnostics Ltd

2.60%

Anant Raj Ltd

2.56%

Fund Managers

  1. Chandraprakash Padiyar (Nov 2018 - Present)
  2. Jeetendra Khatri (Oct 2023 - Present)

Key Information

View Scheme Document

Tata Small Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Tata Small Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Tata Small Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Small Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions