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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹9,621 Cr

Lock In Period

N/A

Expense Ratio

1.68

Benchmark

Nifty Smallcap 100 Total Return

Exit Load

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

Summary

Latest details for Tata Small Cap Fund Growth include a ₹34.6860 NAV as of Apr 20,2026 and returns since inception of 47.17%. Minimum investments start at SIP ₹100. The Tata Small Cap Fund Growth AUM is ₹9,621 Cr, with a lock-in of N/A years, expense ratio of 1.68%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded 10.67% returns, against a category average of 1.41% and a category best of 15.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.671.4115.25
6M-10.801.7327.35
1Y-5.086.1277.31
3Y13.7516.21132.65

Portfolio Analysis

  • Equity: 90.14%
  • Debt: 9.76%
  • Others
As on: 2026-03-31
View allocation % by

1. IDFC FIRST BANK LTD3.66%
2. DCB BANK LTD1.87%

1. USHA MARTIN LTD4.72%

1. KIRLOSKAR PNEUMATIC COMPANY LTD4.54%

1. WOCKHARDT LTD2.57%
2. ALIVUS LIFE SCIENCES LTD0.82%
3. NATCO PHARMA LTD0.56%
4. HIKAL LTD0.50%

1. TEGA INDUSTRIES LTD4.40%

1. BASF INDIA LTD2.55%
2. ELANTAS BECK INDIA LTD1.78%

1. C.E. INFO SYSTEMS LTD2.33%
2. NETWORK PEOPLE SERVICES TECHNOLOGIES LTD1.53%
3. DIGITIDE SOLUTIONS LTD0.38%

1. SUDARSHAN CHEMICAL INDUSTRIES LTD3.84%

1. TIME TECHNOPLAST LTD2.34%
2. VIP INDUSTRIES LTD1.47%

1. GODREJ INDUSTRIES LTD3.08%

1. GRAPHITE INDIA LTD2.41%

1. WONDERLA HOLIDAYS LTD2.17%

1. ANANT RAJ LTD1.73%
2. SRI LOTUS DEVELOPERS AND REALTY LTD0.30%
3. TRANSINDIA REAL ESTATE LTD0.08%

1. CIE AUTOMOTIVE INDIA LTD1.50%
2. MM FORGINGS LTD0.61%

1. QUESS CORP LTD1.63%
2. BLUSPRING ENTERPRISES LTD0.44%

1. CARBORUNDUM UNIVERSAL LTD1.93%

1. KSB LTD1.92%

1. SUNDARAM CLAYTON LTD1.90%

1. CARTRADE TECH LTD1.72%

1. ACME SOLAR HOLDINGS LTD1.61%

1. GUJARAT PIPAVAV PORT LTD1.61%

1. SAMHI HOTELS LTD1.59%

1. SHOPPERS STOP LTD1.58%

1. KIRLOSKAR FERROUS INDUSTRIES LTD1.52%

1. ASK AUTOMOTIVE LTD1.46%

1. KRSNAA DIAGNOSTICS LTD1.41%

1. REDINGTON (INDILTD1.34%

1. GREENPLY INDUSTRIES LTD1.31%

1. THE RAMCO CEMENTS LTD1.21%

1. CELLO WORLD LTD0.68%
2. EUREKA FORBES LTD0.51%

1. PCBL CHEMICAL LTD1.09%

1. KEYSTONE REALTORS LTD1.06%

1. BALRAMPUR CHINI MILLS LTD1.05%

1. SUNDROP BRANDS LTD1.04%

About Fund

Tata Small Cap Fund Growth managed by Tata Mutual Fund,is a Small-capscheme with Assets Under Management of ₹9,621 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.68. 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
This FundPrincipal Small Cap Fund Growth0512.88 CR2.42
This FundTata Small Cap Fund Growth29620.55 CR1.68
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundPrincipal Small Cap Fund Growth74.24950
This FundTata Small Cap Fund Growth-5.079147.1692
This FundBandhan Small Cap Fund Growth11.2277123.4415

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 1.68. 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 : 10.67%
  • 6 Months : -10.80%
  • 1 Year : -5.08%
  • 3 Years : 13.75%
Returns of Tata Small Cap Fund Growth are updated daily based on NAV of ₹ 34.6860 as on Apr 20,2026. Since inception, the return has been 47.17%.

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 ₹9,621 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.
Min Inv Amount: ₹500