Tata Mutual Fund launches Tata Small Cap Fund

Mutual Fund
Oct 22, 2018 by Advisorkhoj Team | Mutual Fund | 1 Downloaded

NFO period: 19th October – 02nd November, 2018

Highlights of the NFO:

  • Scheme type – An open ended equity scheme predominantly investing in small cap stocks

  • Investment 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. Definition of Small Cap Companies Small Cap companies are those companies which are classified as small cap companies by Securities and Exchange Board of India (SEBI) or Association of Mutual Funds in India (AMFI). At present Small Cap: 251st company onwards in terms of full market capitalization.

  • Product suitability – This product is suitable for investors who are seeking Long Term Capital Appreciation. Predominant by investing in equity/equity related instruments of small cap companies.

  • Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan & Direct Plan having Growth Option and Dividend Option with Dividend Payout, Dividend Reinvestment sub-options.

  • Fund Managers – Mr. Chandraprakash Padiyar

  • Benchmark – Nifty Small cap 100 TRI Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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