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Tata Mutual Fund · Equity: Small Cap
Tata Small Cap Fund-Regular Plan-Growth
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.
EquityBenchmark · NIFTY Smallcap 250 TRITER · 1.77%Inception · 02-11-2018
NAV
₹35.22
+0.58% · as of 14-05-2026
Since inception
18.25%
CAGR
Benchmark (inception)
15.59%
CAGR
Fund size
₹113 Cr
AUM
Expense ratio
1.77%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +18.25% CAGR vs benchmark +15.59%.
Portfolio
Where the money is invested
Top holdings
CASH / NET CURRENT ASSET5.75%
USHA MARTIN LIMITED EQ NEW RE.1/-4.72%
KIRLOSKAR PNEUMATIC COMPANY LTD. EQ NEW FV RS. 2/-4.54%
TEGA INDUSTRIES LIMITED EQ4.40%
A) REPO4.01%
SUDARSHAN CHEMICAL INDUSTRIES LTD. EQ NEW FV RS. 2/-3.84%
IDFC FIRST BANK LIMITED EQ3.66%
GODREJ INDUSTRIES LIMITED EQ NEW FV RE.1/-3.08%
WOCKHARDT LIMITED EQ FV RS. 5/-2.57%
BASF INDIA LIMITED EQ2.55%
Sector allocation
Capital Goods26.58%
Chemicals9.38%
Services7.24%
Consumer Services7.06%
Healthcare5.86%
Financial Services5.53%
Consumer Durables4.82%
Information Technology4.24%
Automobile and Auto Components3.80%
Realty3.09%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.3% p.a.₹10,000
10 years
Projected value
₹34,16,548
Invested: ₹12,00,000
Gained: ₹22,16,548
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Chandraprakash Padiyar, Jeetendra Khatri
Manager since fund inception data not available
ISIN & identifiers
AMFI code
145208
ISIN (Growth)
INF277K015O2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Small Cap funds
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