Equity
Small Cap
Very High
Investment Returns (CAGR)
1 yr.
27.39
3 yr.
40.05
5 yr.
NA
Since Inception.
23.7%
Creating an account on the official website of an Asset Management Company (AMC): Tata Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Tata Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
6135 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF277K012O9
Expense Ratio
0.3%
Minimum SIP (Rs.)
150
Launch Date
12-Nov-2018
Fund House
Tata Mutual Fund
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. ;
Equity
Small Cap
Very High
Creating an account on the official website of an Asset Management Company (AMC): Tata Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Tata Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
6135 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF277K012O9
Expense Ratio
0.3%
Minimum SIP (Rs.)
150
Launch Date
12-Nov-2018
Fund House
Tata Mutual Fund
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
1 yr. 27.39
3 yr. 40.05
5 yr.
Since Inception. 23.7%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. ;