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Tata Small Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹12,529 Cr

Lock In Period

N/A

Expense Ratio

1.69

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Benchmark

Nifty Smallcap 100 Total Return

Tata Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.48-1.1012.01
6M9.380.6730.52
1Y-7.702.8277.31
3Y10.7610.81106.26

Portfolio Analysis

  • Equity: 93.02%
  • Debt: 6.98%
  • Others
As on: 2026-06-30
View allocation % by

1. KIRLOSKAR PNEUMATIC COMPANY LTD6.55%

1. IDFC FIRST BANK LTD3.79%
2. DCB BANK LTD1.68%

1. WOCKHARDT LTD3.25%
2. ALIVUS LIFE SCIENCES LTD0.74%
3. HIKAL LTD0.58%
4. NATCO PHARMA LTD0.41%

1. USHA MARTIN LTD4.60%

1. NETWORK PEOPLE SERVICES TECHNOLOGIES LTD1.98%
2. C.E. INFO SYSTEMS LTD1.81%
3. DIGITIDE SOLUTIONS LTD0.33%

1. BASF INDIA LTD2.19%
2. ELANTAS BECK INDIA LTD1.79%

1. GODREJ INDUSTRIES LTD3.70%

1. SUDARSHAN CHEMICAL INDUSTRIES LTD3.51%

1. TEGA INDUSTRIES LTD3.45%

1. CELLO WORLD LTD2.84%
2. EUREKA FORBES LTD0.41%

1. TIME TECHNOPLAST LTD2.04%
2. VIP INDUSTRIES LTD1.14%

1. QUESS CORP LTD1.97%
2. BLUSPRING ENTERPRISES LTD0.74%

1. CARTRADE TECH LTD2.28%

1. CARBORUNDUM UNIVERSAL LTD2.25%

1. ANANT RAJ LTD1.71%
2. SRI LOTUS DEVELOPERS AND REALTY LTD0.33%
3. TRANSINDIA REAL ESTATE LTD0.07%

1. BALRAMPUR CHINI MILLS LTD1.89%

1. GRAPHITE INDIA LTD1.84%

1. ACME SOLAR HOLDINGS LTD1.80%

1. KSB LTD1.78%

1. CIE AUTOMOTIVE INDIA LTD1.18%
2. MM FORGINGS LTD0.57%

1. WONDERLA HOLIDAYS LTD1.70%

1. SUNDARAM CLAYTON LTD1.66%

1. SAMHI HOTELS LTD1.66%

1. GREENPLY INDUSTRIES LTD1.66%

1. THE RAMCO CEMENTS LTD1.66%

1. KIRLOSKAR FERROUS INDUSTRIES LTD1.55%

1. SHOPPERS STOP LTD1.50%

1. REDINGTON (INDILTD1.43%

1. GUJARAT PIPAVAV PORT LTD1.31%

1. ASK AUTOMOTIVE LTD1.13%

1. KRSNAA DIAGNOSTICS LTD1.13%

1. PCBL CHEMICAL LTD1.11%

1. GOKALDAS EXPORTS LTD1.05%

About Fund Tata Small Cap Fund Growth

Tata Small Cap Fund Growth managed by Tata Mutual Fund,is a Small-capscheme with Assets Under Management of ₹12,529 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.69. Under the expert guidance of Chandraprakash Padiyar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chandraprakash Padiyar

Mr. Chandraprakash Padiyar qualification is MBA (Finance) cleared all 3 levels of CFA Program from the CFA Institute, USA. His prior Assignments are from April 2007 to August 2018 with Alchemy Capital Management Pvt. Ltd. Where he was ‘Director & Portfolio Manager' for their onshore long only strategies.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Principal Small Cap Fund Growth0512 CR2.42
Tata Small Cap Fund Growth212,528 CR1.69
Bandhan Small Cap Fund Growth528,466 CR1.8
Fund Name1Y3Y
This FundPrincipal Small Cap Fund Growth74.24950
This FundTata Small Cap Fund Growth-7.702935.8653
This FundBandhan Small Cap Fund Growth6.653598.1632

Tata Small Cap Fund Growth FAQs

Tata Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Small Cap Fund Growth is 1.69. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 0.48%
  • 6 Months : 9.38%
  • 1 Year : -7.70%
  • 3 Years : 10.76%
Returns of Tata Small Cap Fund Growth are updated daily based on NAV of ₹ 37.9749 as on Jul 30,2026. Since inception, the return has been 35.87%.

You can invest in Tata Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Small Cap Fund Growth is ₹12,529 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.