Investment type
Tata Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹11,576 Crores. The expense ratio is 0.33%.
This fund generated returns of -3.8% in the last 1 year. Since its inception, it has provided an average annual return of 24.82%.
The fund's investments are mainly concentrated in sectors like Industrial Products, Chemicals & Petrochemical, Cash & Others, Pharmaceuticals & Biotech and Consumer Durables.
The top five holdings in this fund include prominent companies such as Net CA & Others, Sudarshan Chem., Kirl.Pneumatic, IDFC First Bank and Usha Martin.
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Definition of Small Cap Companies Small Cap companies are those companies which are classified as small cap companies by Securities and Exchange Board of India(SEBI) or Association of Mutual Funds in India (AMFI). At present Small Cap: 251st company onwards in terms of full market capitalization.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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