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EQUITY•SMALL CAP FUND

TATA Small Cap Fund

3 Year return

19.00%
NAV on December 26, 2025
41.5169
1D Returns
-0.16%
Launched on October 2018(7 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
35.5%₹1,278
Total Value ₹4,878

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹11,409.74 Cr.
Expense Ratio
0.34% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Ratings

ARQ Rating
5

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

CP

Chandraprakash Padiyar

Fund Manager since Oct 2018

JK

Jeetendra Khatri

Fund Manager since Oct 2023

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
186
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant Small Cap Fund24.7733%
4
Nippon India Small Cap Fund24.2196%
4
Bandhan Small Cap Fund33.2976%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Small Cap Fund Direct Plan Growth

TATA Small Cap Fund Direct Plan Growth is an Equity Mutual Fund Scheme by Tata Mutual Fund. It predominantly invests in small-cap stocks. The selection of stocks under this scheme is carried out through rigorous fundamental research, which involves assessing various parameters such as management competitiveness, business competitiveness, corporate governance, growth prospects, and past track record.

Investment Objective of the Scheme

The investment objective of TATA Small Cap Fund Direct Plan Growth is to achieve long-term capital appreciation primarily by investing in equity and equity-related instruments of small-cap companies. The scheme aims to create a well-balanced portfolio with a major focus on small-cap companies while also allocating a smaller portion to equity and equity-related instruments of companies other than small-cap.

Key Features of The Fund

5-year return
26.0634%
Expense Ratio
0.34%
Fund Manager
Chandraprakash Padiyar
Fund Size
₹11409.74 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

TATA Small Cap Fund Direct Plan Growth is well-suited for investors with a long-term investment horizon, seeking the potential for high returns. It's essential to be aware that higher returns often come with increased risk. As a result, investors should thoroughly assess their risk tolerance and financial goals before considering this scheme. Understanding one's comfort level with risk is crucial, as it directly impacts the suitability of the investment.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Small Cap Fund on December 26, 2025, is ₹41.5169
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Small Cap Fund, is ₹11409.74 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Small Cap Fund is 0.34%
The TATA Small Cap Fund was launched on October 19, 2018. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Small Cap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,878 in 3Y at 18.9979% returns
SIP Date1st of every month

Your next SIP Payment will be on 26 January 2026

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