27
Small CapAvoid
Tata Small Cap
Tata · Direct–Growth · rank #30 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.6%
-9.2% vs index
3 Years
11.9%
-3.3% vs index
5 Years
15.7%
+0.2% vs index
Since launch
21.1%
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
+7.2%-2.4% vs index
Why this score
Tata Small Cap scores 27/100 — #30 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 10% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return11.93% · 10th percentile in category
5Y return15.67% · 24th percentile in category
Sharpe ratio0.29 · 8th percentile in category
Expense ratio0.50% · 99th percentile in category
Alpha-4.24 · 5th percentile in category
Sortino ratio0.40 · 8th percentile in category
Top holdings
1.Kirloskar Pneumatic Company Ltd4.9%
2.Usha Martin Ltd4.54%
3.Godrej Industries Ltd4.1%
4.IDFC First Bank Ltd3.99%
5.Sudarshan Chemical Industries Ltd3.98%
63 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.