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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 (36 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 13 Nov 2018 – 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 |
|---|---|---|
| 13 Nov 2018 | ₹100.00 | ₹100.00 |
| 07 Jul 2019 | ₹102.84 | ₹98.37 |
| 29 Feb 2020 | ₹105.07 | ₹92.81 |
| 22 Oct 2020 | ₹109.62 | ₹97.36 |
| 16 Jun 2021 | ₹185.83 | ₹160.47 |
| 07 Feb 2022 | ₹216.55 | ₹189.85 |
| 02 Oct 2022 | ₹227.59 | ₹176.72 |
| 26 May 2023 | ₹252.30 | ₹188.35 |
| 17 Jan 2024 | ₹321.89 | ₹276.57 |
| 10 Sep 2024 | ₹430.99 | ₹353.16 |
| 04 May 2025 | ₹358.81 | ₹294.97 |
| 27 Dec 2025 | ₹364.49 | ₹319.17 |
| 20 Aug 2026 | ₹392.92 | ₹352.30 |
| Metric | Tata · Regular NAV ₹39.35 Very High risk ★★☆☆☆ | Category median Small Cap Fund · 36 funds |
|---|---|---|
| -2.07% | +11.03% | |
| +12.11% | +16.76% | |
| +14.56% | +16.86% | |
| — | +16.48% | |
| +19.27% | +18.05% | |
| +12.26% | — | |
| +26.72% | +19.77% | |
| +26.80% | +19.93% | |
| — | +17.35% | |
| Risk | ||
| 17.56% | 17.13% | |
| 0.32 | 0.63 | |
| 0.43 | 0.84 | |
| -36.77% | -29.92% | |
| Nifty Smallcap 250 | — | |
| -3.16% | +0.93% | |
| 0.87 | 0.87 | |
| 79.5% | 86.6% | |
| 86.1% | 79.8% | |
| 1.69% | 2.06% | |
| ₹11,445Cr | ₹4,701Cr | |
| 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹5.00K | — | |
| 25% | 27% | |
| Chandraprakash Padiyar · 7.8y | — | |
| 13 Nov 2018 | — | |
| 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.