NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹43.35
-1.89%
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
36.64%p.a.
Last 1Y
26.69%p.a.
Last 3Y
32.45%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 9,463.78 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 36.6% 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
6.17%
Kirloskar Pneumatic Co Ltd
3.96%
Quess Corp Ltd
3.67%
Godrej Industries Ltd
3.31%
IDFC First Bank Ltd
3.31%
Time Technoplast Ltd
3.18%
ELANTAS Beck India Ltd
3.02%
Radico Khaitan Ltd
2.93%
Anant Raj Ltd
2.85%
UTI Asset Management Co Ltd
2.77%
Fund Managers
- Chandraprakash Padiyar (Nov 2018 - Present)
- Jeetendra Khatri (Oct 2023 - Present)
Key Information
View Scheme Document
Tata Small Cap Fund Growth SIP Calculator
If invested
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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
29.3%
HDFC Small Cap Fund Growth
very high risk | equity
24.8%
SBI Small Cap Fund Plan Growth
very high risk | equity
21.1%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved