33
Small CapAvoid
Tata Small Cap
Tata · Direct–Growth · rank #27 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.7%
-3.9% vs index
3 Years
10.3%
-2.2% vs index
5 Years
13.8%
+1.4% vs index
Since launch
20.5%
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
+5.6%-0.2% vs index
Why this score
Tata Small Cap scores 33/100 — #27 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 return10.34% · 15th percentile in category
Sharpe ratio0.22 · 11th percentile in category
Expense ratio0.51% · 99th percentile in category
Alpha-3.48 · 5th percentile in category
Sortino ratio0.29 · 11th percentile in category
1Y return-0.72% · 5th percentile in category
Top holdings
1.Sudarshan Chemical Industries Ltd4.54%
2.Usha Martin Ltd4.38%
3.Kirloskar Pneumatic Company Ltd4.3%
4.Tega Industries Ltd4.15%
5.IDFC First Bank Ltd3.68%
62 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.