Tata Small Cap Fund
Small Cap Fund
Launch Date: 19 Oct 2018
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Review
Delivers average results with good long-term performance but weaker recent performance.
Tata Small Cap Fund
Small Cap Fund
Fund Health
Returns 📈
Typically 21-22% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Tata Small Cap Fund | 21% | 12% | 0% | Good |
Nippon India Small Cap Fund | 23% | 19% | 12% | Good |
Invesco India Smallcap Fund | 24% | 23% | 0% | Good |
Nifty Smallcap 250 Benchmark | 15% | 21% | 26% | — |
Small Cap Fund Category Average | 20% | 18% | 16% | — |
Return
Long Term -
Average
Average compared to other funds / index
Recent
Bad
Very Low compared to other funds / index
Overall
Bad
Poor long term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
-20%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '19
Mar '20
Jun '22
Mar '24
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
14 months
Fund
|
15 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|2 mth
Slowest recovery
28 mth|27 mth
Details
AUM
₹3795 Cr
Expense Ratio
0.33%
Exit Load
1)NIL - Redemption/Switch- out/SWP/STP on or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment. 2) 1% - Redemption/Switch-out/SWP/STP on or before expiry of 12 Months from the 1% date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment.3)Redemption/Switch-out/SWP/STP after expiry of 12 Months from the date of allotment - NIL
Minimum Amount
N/A
Fund Manager
FM-1 Chandraprakash Padiyar, FM-2 Jeetendra Khatri
Fund House
Tata Asset Management Limited
Launch Date
19 Oct 2018
Age
7 years
Category
Small Cap Fund
Benchmark
NIFTY SMALLCAP 250 TRI
FAQs
Is Tata Small Cap Fund a good mutual fund?
Tata Small Cap Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 21%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Small Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 7+ years.
Should I invest in Tata Small Cap Fund?
Tata Small Cap Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Tata Small Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Tata Small Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Tata Small Cap Fund?
Yes.
Like all equity mutual funds, Tata Small Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 7+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Tata Small Cap Fund?
Historically, investors holding Tata Small Cap Fund for 7+ years experienced:
•
Typical returns around 21% p.a.
•
Best represented by recent returns of 19% p.a.
•
Worst historical outcome of 18% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Tata Small Cap Fund?
Tata Small Cap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 18%
•
Average recovery time: 14 months
How does Tata Small Cap Fund perform during market crashes?
During major market declines, Tata Small Cap Fund has historically fallen around 18% compared with 24% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Tata Small Cap Fund take to recover after a fall?
Historically, Tata Small Cap Fund has taken around 14 months to recover from major market declines.
The benchmark recovered in approximately 15 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Tata Small Cap Fund?
Tata Small Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 7+ years
•
Are comfortable with High risk
•
Want exposure to Small Cap Fund funds
Who should avoid Tata Small Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 7+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Tata Small Cap Fund suitable for SIP investing?
Tata Small Cap Fund can be suitable for SIP investors with a horizon of at least 7+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Tata Small Cap Fund earns less than a fixed deposit?
Historically, investors holding Tata Small Cap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Tata Small Cap Fund?
Tata Small Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 29%
•
Bottom performer: 9%
Is the extra return from Tata Small Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Tata Small Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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