EquitySmall Cap FundDirect · Growth
Tata Small Cap Fund-Direct Plan-Growth
Tata · Scheme 145206
₹44.47▼ 0.04%NAV · 2026-09-18
Decent FundScore
AUM
₹12,696 cr
Expense ratio
0.51%
3Y CAGR
13.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Chandraprakash PadiyarExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 66/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 15.6% CAGR over 5 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.51% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +13.4%
- ✓5Y CAGR: +15.6%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Down 0.6% over the last year — currently out of favour.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -4.6% vs category avg
- •5Y CAGR vs category: -2.5% vs category avg
FundScore breakdown
66/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.