26
Small CapAvoid
Tata Small Cap
Tata · Direct–Growth · rank #29 of 36 by Smart Score
Trailing returns
1 Year
-7.9%
-8.0% vs index
3 Years
13.0%
-4.9% vs index
5 Years
16.0%
+1.0% 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
+4.9%-3.0% vs index
Why this score
Tata Small Cap scores 26/100 — #29 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 6% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return13.04% · 6th percentile in category
5Y return15.97% · 20th percentile in category
Sharpe ratio0.37 · 5th percentile in category
Expense ratio0.51% · 99th percentile in category
Alpha-5.59 · 2nd percentile in category
Sortino ratio0.51 · 5th percentile in category