TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option

Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★

NAV · 06-Jul-2026

₹36.7162

+6.98%

-1.10%

1Y (CAGR)

-9.85%

3Y (CAGR)

+10.59%

5Y (CAGR)

+13.99%

Since inception (CAGR)

+18.56%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

17.57%

Downside dev (3y)

14.50%

Max drawdown (3y)

-32.2%

Sharpe (3y)

0.23

SIP XIRR (3y)

+1.63%

SIP XIRR (5y)

+9.99%

Calendar-year returns

2020 +23.1%2021 +70.5%2022 +8.2%2023 +33.5%2024 +31.7%2025 -12.5%

Fund facts

Fund managerChandraprakash Padiyar · Jeetendra Khatri

AUM₹1,16,450 Cr

Launch date19-Oct-2018

Plan typeOpen Ended · Equity

Min lumpsumRs.5000/- and in multiples of Re.1/- thereafter.

Lock-inNone

Volatility16.88

AMCTata Asset Management Limited

Objective · The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

scheme documents ↗