Direct Growth ยท SEBI Category: Small Cap Fund ยท AMC: Tata Mutual Fund
Tata Small Cap Fund was launched in November 2018 and quickly became one of the most admired small cap funds in India. Despite being a relatively newer entrant, it boasts one of the lowest expense ratios in the category at just 0.28% โ remarkably cheap for an active small cap fund. Under Chandraprakash Padiyar's management, the fund has delivered exceptional risk-adjusted returns with a disciplined growth-at-reasonable-price philosophy.
Chandraprakash Padiyar is widely regarded as one of the sharpest small cap stock pickers in India. His approach is a concentrated growth strategy โ owning high-conviction businesses for the long run. He keeps portfolio turnover very low and focuses on identifying companies with durable competitive advantages. The results speak for themselves โ Tata Small Cap has consistently outperformed peers.
Every fund has painful periods. Here's an honest look at when Tata Small Cap Fund struggled โ because understanding this is crucial before investing.
Rolling returns show how the fund performed across every possible investment period โ not just one cherry-picked date. This reveals true consistency. Learn more โ
Drawdown shows the biggest fall from peak NAV. This is what investors actually experience during market crashes. Learn more โ
When NAV is above 200 DMA, the fund is in an uptrend. When below, it signals caution. Many investors use this as a simple entry/exit signal.
Found an error in the data? Have a suggestion? We read every response and update the page accordingly.