Tata Small Cap Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

11,330 Cr

Lock In Period

N/A

Expense Ratio

1.77

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

Summary

Tata Small Cap Fund Growth NAV is ₹35.4692 as of 1 Jun, 2026. Tata Small Cap Fund Growth has delivered 40.86% returns since its launch. The minimum SIP investment amount in Tata Small Cap Fund Growth is ₹100. The AUM of Tata Small Cap Fund Growth is ₹11,330 Cr. The expense ratio of the fund is 1.77%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Small Cap Fund Growth has delivered 1.54% returns.

Tata Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.541.468.59
6M-4.972.3727.35
1Y-8.346.2043.07
3Y12.1017.62125.70

Portfolio Analysis

  • Equity: 92.12%
  • Debt: 7.79%
  • Others
As on: 2026-04-30
View allocation % by

1. KIRLOSKAR PNEUMATIC COMPANY LTD5.57%

1. IDFC FIRST BANK LTD3.67%
2. DCB BANK LTD1.87%

1. USHA MARTIN LTD4.63%

1. WOCKHARDT LTD2.59%
2. ALIVUS LIFE SCIENCES LTD0.74%
3. HIKAL LTD0.55%
4. NATCO PHARMA LTD0.53%

1. C.E. INFO SYSTEMS LTD2.27%
2. NETWORK PEOPLE SERVICES TECHNOLOGIES LTD1.61%
3. DIGITIDE SOLUTIONS LTD0.41%

1. BASF INDIA LTD2.45%
2. ELANTAS BECK INDIA LTD1.78%

1. SUDARSHAN CHEMICAL INDUSTRIES LTD4.03%

1. TEGA INDUSTRIES LTD3.74%

1. TIME TECHNOPLAST LTD2.42%
2. VIP INDUSTRIES LTD1.23%

1. GODREJ INDUSTRIES LTD3.34%

1. CELLO WORLD LTD2.56%
2. EUREKA FORBES LTD0.49%

1. GRAPHITE INDIA LTD2.35%

1. ANANT RAJ LTD1.76%
2. SRI LOTUS DEVELOPERS AND REALTY LTD0.35%
3. TRANSINDIA REAL ESTATE LTD0.07%

1. QUESS CORP LTD1.61%
2. BLUSPRING ENTERPRISES LTD0.48%

1. CIE AUTOMOTIVE INDIA LTD1.35%
2. MM FORGINGS LTD0.69%

1. CARBORUNDUM UNIVERSAL LTD2.01%

1. KSB LTD2.01%

1. WONDERLA HOLIDAYS LTD2.00%

1. SUNDARAM CLAYTON LTD1.93%

1. GREENPLY INDUSTRIES LTD1.65%

1. SAMHI HOTELS LTD1.64%

1. KIRLOSKAR FERROUS INDUSTRIES LTD1.61%

1. ACME SOLAR HOLDINGS LTD1.58%

1. CARTRADE TECH LTD1.52%

1. GUJARAT PIPAVAV PORT LTD1.50%

1. THE RAMCO CEMENTS LTD1.45%

1. SHOPPERS STOP LTD1.38%

1. KRSNAA DIAGNOSTICS LTD1.36%

1. ASK AUTOMOTIVE LTD1.23%

1. REDINGTON (INDILTD1.23%

1. PCBL CHEMICAL LTD1.11%

1. HONDA INDIA POWER PRODUCTS LTD1.06%

1. SUNDROP BRANDS LTD1.04%

1. BALRAMPUR CHINI MILLS LTD1.01%

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 ₹11,330 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.77. 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
Tata Small Cap Fund Growth211329.85 CR1.77
ITI Small Cap Fund Growth42936.51 CR1.95
Bandhan Small Cap Fund Growth525345.79 CR2
Fund Name1Y3Y
This FundTata Small Cap Fund Growth-8.339440.8619
This FundITI Small Cap Fund Growth9.508195.5797
This FundBandhan Small Cap Fund Growth7.4821116.7684

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 1.77. 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 : 1.54%
  • 6 Months : -4.97%
  • 1 Year : -8.34%
  • 3 Years : 12.10%
Returns of Tata Small Cap Fund Growth are updated daily based on NAV of ₹ 35.4692 as on May 29,2026. Since inception, the return has been 40.86%.

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 ₹11,330 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.