![]() ![]() Also, for dividend income in excess of Rs 5,000 in a financial year the fund house shall deduct a TDS of 10% on such income. The definition of what constitutes a good turnover ratio or turnover ratefor a mutual fund depends entirely on the type of fund you are considering and your goals for the. Hand's top performers include Pioneer Natural Resources ( PXD) and ConocoPhillips ( COP ) Hill's are H. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.ĥ. The fund beat the S&P 500 over the past year, with a 0.2 return, and with less volatility. S&P 500 index funds are one of the most popular investment choices in the U.S., thanks to their low costs, minimal turnover rate, simplicity and performance. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).Ĥ. 1 lakh accruing from those units in a financial year shall be exempted from tax.ģ. For units redeemed after 1 year of investment, gains of upto Rs. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.Ģ. ![]() Tax Implications on Tata Small Cap Fund Regular - Growthġ. The fund largely follows a Blend oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies. While the top 10 equity holdings constitute around 29.88% of the assets, the top 3 sectors constitute around 37.64% of the assets.ģ. Learn why the turnover ratios are not as important as some investors believe them to be. The asset allocation of the fund comprises around 94.83% in equities, 0.0% in debts and 5.01% in cash & cash equivalents.Ģ. I hope you now appreciate why we need to consider the CAGR and not absolute return if the investment is more than one year. This is also called the future value of the investment given a certain growth rate. It is benchmarked against NIFTY Smallcap 250 Total Return Index.ġ. Current value ( 1+ growth rate) (time in year) 40000 (1+16.96) (3) Rs.64,000/. The investment objective of the fund is that " The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. Conversely, a low turnover strategy can help. Tata Small Cap Fund - Regular Plan is Open-ended Small Cap Equity scheme which belongs to Tata Mutual Fund House.Ģ. High portfolio turnover can lead to a higher tax liability, as frequent trading generates more taxable events. Here’s what you can expect investing in mutual funds from ages 3565: 800 per month from ages 3565 at 10 return is 1.8 million. That means if you have a 65,000 a year income, you’ll invest about 800 a month. About Tata Small Cap Fund Regular - Growthġ. Remember, once you’re on Baby Step 4, invest 15 of your pretax household income. ![]()
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