TickerKhojTata Mutual Fund · Equity · Small Cap · Regular plan
Tata Small Cap Fund - Regular Plan - Growth
₹35.517NAV on 2 Nov 2026Expense ratio 1.70%
3 Nov 2025NAV low 30.26 · high 40.51-10.0%
In plain words
Over 3 years it returned +7.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -32.2%.
On 3-year return it ranks 23 of 24 funds in Small Cap.
A monthly SIP over 5 years ended ₹29,804 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -9.0% | +1.9% |
| 3 months | -6.9% | -5.1% |
| 6 months | +1.9% | -3.2% |
| 1 year | -9.6% | -10.2% |
| 3 years (yearly) | +7.1% | +7.4% |
| 5 years (yearly) | +10.0% | +6.5% |
| Since start (yearly) | +17.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,112 | -4.4% |
| 3 years | ₹3,60,000 | ₹3,47,155 | -2.3% |
| 5 years | ₹6,00,000 | ₹7,16,654 | +7.0% |
Other plan of this fund: Tata Small Cap Fund - Direct Plan - Growth