CP
Chandraprakash PadiyarFund Manager Since 13 Nov 2018
EquitySmall-Cap
Tata Small Cap Fund Direct Growth
3Y Annualised
14.63%
-0.46% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
15.29%
-0.46% 1D
Benchmark
Motilal Oswal Nifty Microcap 250 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹9620.55 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Small Cap Fund Direct Payout of Income Dist cum Cap Wdrl
20.72%
2nd
Bank of India Small Cap Fund Direct Reinvestment of Income Dist cum Cap Wdrl
20.72%
3rd
Bank of India Small Cap Fund Direct Growth
20.70%
4th
Bank of India Small Cap Fund Regular Growth
20.55%
5th
Bank of India Small Cap Fund Regular Reinvestment of Income Dist cum Cap Wdrl
20.54%
120th
Tata Small Cap Fund Direct Growth
15.29%
Fund Managers
SM
Satish MishraFund Manager Since 1 Nov 2019
About Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 7 years, having been launched on 2018-11-13. Tata Small Cap Fund Direct Growth has ₹9620.55 Cr worth of assets under management (AUM) as of Sat May 02 2026. The latest Net Asset Value (NAV) of Tata Small Cap Fund Direct Growth as of Thu Apr 30 2026 is ₹39.5448. The fund has an expense ratio of 0.4%, which is medium comparable to most other Equity funds.
Tata Small Cap Fund Direct Growth returns for the last 1 year are -1.74%. Since launch, it has delivered 20.21% average annual returns.
The Tata Small Cap Fund Direct Growth has the majority of its money invested in Basic Materials, Industrials, Financial Services, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of Tata Small Cap Fund Direct Growth.
- Usha Martin Ltd: 4.72%
- Kirloskar Pneumatic Co Ltd: 4.54%
- Tega Industries Ltd: 4.40%
- Sudarshan Chemical Industries Ltd: 3.84%
- IDFC First Bank Ltd: 3.66%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2018-11-13 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Small Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
