Tata Small Cap Fund Regular-Growth
The fund is rated 0 stars. Balance between returns and downside risk provided limited support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Above-average fund size of Rs 13,093.88 crore was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 13093.883 AUM and a 1.69 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
22 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
30 Sep 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (64)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Others | 5.05% | ₹667.26 Cr | — |
| Sudarshan Chemical Industries Ltd. | 4.54% | ₹600.49 Cr | 49,87,897 |
| Usha Martin Ltd. | 4.38% | ₹578.93 Cr | 1,16,09,989 |
| Kirloskar Pneumatic Company Ltd. | 4.30% | ₹568.43 Cr | 84,00,000 |
| Tega Industries Ltd. | 4.15% | ₹547.74 Cr | 26,00,000 |
| IDFC First Bank Ltd. | 3.68% | ₹486.8 Cr | 5,97,74,540 |
| Wockhardt Ltd. | 3.36% | ₹444.42 Cr | 21,00,000 |
| Godrej Industries Ltd. | 3.11% | ₹410.56 Cr | 39,50,000 |
| The Ramco Cements Ltd. | 2.51% | ₹331.5 Cr | 39,20,512 |
| Cello World Ltd. | 2.49% | ₹329.33 Cr | 1,01,16,230 |
Fund விவரங்கள்
Long Term Capital Appreciation. Predominant investment in equity/equity related instruments of small cap companies.
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Exit load of 0.50%, if redeemed within 30 days.