TATA Mutual Fund

Tata Small Cap Fund (G)

EquitySmall Cap
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Top Ranked

₹ 35.38

NAV (Apr 11)

33.891%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within small cap mutual funds.These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

View all 4 analysis

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Tata Small Cap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

10,71,833

Wealth Gained

18,04,445

Total Corpus Created (₹)

With CAGR of 33.891 % in 5 years

Historical NAV

₹ 35.3824

NAV (Apr 11)

Fund Returns

Last 1Y
3.4%
Last 3Y
18.1%
Last 5Y
33.9%
Last 10Y
-
Since Inception
21.8%
6 Month CAGR
-19.7%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

Expense Ratio
1.73 %
Launched 6Y ago
2018-11-12
AUM in Crores
9203.2
ISIN
INF277K015O2
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.9
Beta
0.7
Sharpe Ratio
0.8
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Small Cap Fund (G)70%18,04,445 10,71,83333.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

5.75%
5.75%

BASF India Ltd.

5.63%
5.63%

Quess Corp Ltd.

4.07%
4.07%

Kirloskar Pneumatic Company Ltd.

3.61%
3.61%

Elantas Beck India Ltd.

3.18%
3.18%
See all holdings
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Allocation by Sector

Financial

13.03%
13.03%

Chemicals

12.91%
12.91%

Services

12.68%
12.68%

Healthcare

10.59%
10.59%

Capital Goods

8.98%
8.98%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
Fund NameScripbox Opinion
Till Date CAGR

7.1%

6.8%

6.2%

5%

6.6%

7.1%

18.1%

21.8%

10.8%

14.7%

Tata Small Cap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

10,71,833

Wealth Gained

18,04,445

Total Corpus Created (₹)

With CAGR of 33.891 % in 5 years

Tata Small Cap Fund (G) Review

Tata Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 21.77% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Tata Mutual Fund. The fund managers are Chandraprakash Padiyar, Jeetendra Khatri.

Nav of Tata Small Cap Fund (G) as of 4/11/2025 is ₹35.38 with the total AUM as of 4/13/2025 is ₹9203.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Small Cap Fund (G) was launched on 2018-11-12. The category risk of the fund is Very High.

The minimum SIP amount for Tata Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Tata Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smallcap 250 Total Return Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 3.36% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Small Cap Fund (G).

Frequently Asked Questions

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Tata Small Cap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

10,71,833

Wealth Gained

18,04,445

Total Corpus Created (₹)

With CAGR of 33.891 % in 5 years