32
Small CapAvoid
Tata Small Cap
Tata · Direct–Growth · rank #28 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.9%
-5.7% vs index
3 Years
12.7%
-1.8% vs index
5 Years
15.7%
+1.0% vs index
Since launch
21.2%
Year-by-year performance
2021
+73.6%+12.4% vs index
2022
+10.3%+13.7% vs index
2023
+35.6%-12.7% vs index
2024
+33.5%+7.1% vs index
2025
-11.3%-5.6% vs index
2026
+9.2%-0.6% vs index
Why this score
Tata Small Cap scores 32/100 — #28 of 36 Small Cap fund (Avoid). It stands out for expense ratio — beating 99% of peers on expense ratio. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return12.68% · 15th percentile in category
Sharpe ratio0.35 · 11th percentile in category
Expense ratio0.51% · 99th percentile in category
Alpha-2.94 · 5th percentile in category
Sortino ratio0.48 · 15th percentile in category
5Y return15.66% · 37th percentile in category
Top holdings
1.Sudarshan Chemical Industries Ltd4.83%
2.Kirloskar Pneumatic Company Ltd4.58%
3.Usha Martin Ltd4.42%
4.IDFC First Bank Ltd3.92%
5.Godrej Industries Ltd3.42%
64 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.