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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Small Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 14 Jun 2019 – 20 Aug 2026, limited by Tata Small Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Tata Small Cap Fund | Nifty Smallcap 250 |
|---|---|---|
| 14 Jun 2019 | ₹100.00 | ₹100.00 |
| 19 Jan 2020 | ₹107.63 | ₹100.80 |
| 24 Aug 2020 | ₹105.72 | ₹95.75 |
| 31 Mar 2021 | ₹146.04 | ₹133.39 |
| 05 Nov 2021 | ₹209.50 | ₹185.79 |
| 11 Jun 2022 | ₹191.40 | ₹163.21 |
| 16 Jan 2023 | ₹229.10 | ₹180.94 |
| 23 Aug 2023 | ₹272.32 | ₹222.39 |
| 28 Mar 2024 | ₹310.74 | ₹274.94 |
| 02 Nov 2024 | ₹416.20 | ₹344.16 |
| 09 Jun 2025 | ₹385.80 | ₹336.03 |
| 13 Jan 2026 | ₹342.43 | ₹310.90 |
| 20 Aug 2026 | ₹362.54 | ₹351.83 |
| Metric | Tata · Regular · IDCW NAV ₹37.84 Very High risk ★★★☆☆ | Category median Small Cap Fund · 34 funds |
|---|---|---|
| -5.84% | +7.77% | |
| +10.66% | +11.04% | |
| +13.67% | +13.21% | |
| — | +11.26% | |
| +19.64% | +15.35% | |
| +10.72% | — | |
| +26.49% | +16.66% | |
| +26.80% | +15.71% | |
| — | +12.21% | |
| Risk | ||
| 17.72% | 18.02% | |
| 0.23 | 0.37 | |
| 0.32 | 0.48 | |
| -36.77% | -36.49% | |
| Nifty Smallcap 250 | — | |
| -4.46% | -1.99% | |
| 0.87 | 0.88 | |
| 75.8% | 83.6% | |
| 86.1% | 86.1% | |
| 1.69% | 2.00% | |
| ₹11,445Cr | ₹5,674Cr | |
| 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹5.00K | — | |
| 25% | 27% | |
| Chandraprakash Padiyar · 7.8y | — | |
| 14 Jun 2019 | — | |
| 62 | — | |
| 36.2% | — | |
| 7.0% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.