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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 (33 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 | ₹104.31 | ₹98.37 |
| 29 Feb 2020 | ₹107.88 | ₹92.81 |
| 22 Oct 2020 | ₹113.82 | ₹97.36 |
| 16 Jun 2021 | ₹195.27 | ₹160.47 |
| 07 Feb 2022 | ₹230.24 | ₹189.85 |
| 02 Oct 2022 | ₹244.98 | ₹176.72 |
| 26 May 2023 | ₹274.88 | ₹188.35 |
| 17 Jan 2024 | ₹354.01 | ₹276.57 |
| 10 Sep 2024 | ₹478.38 | ₹353.16 |
| 04 May 2025 | ₹401.76 | ₹294.97 |
| 27 Dec 2025 | ₹411.71 | ₹319.17 |
| 20 Aug 2026 | ₹432.31 | ₹352.30 |
| Metric | Tata · Direct · IDCW NAV ₹43.30 Very High risk ★★★☆☆ | Category median Small Cap Fund · 33 funds |
|---|---|---|
| -4.16% | +8.34% | |
| +12.36% | +12.83% | |
| +15.55% | +14.69% | |
| — | +12.38% | |
| +20.74% | +18.55% | |
| +12.58% | — | |
| +28.79% | +20.07% | |
| +28.86% | +18.54% | |
| — | +13.69% | |
| Risk | ||
| 17.68% | 17.90% | |
| 0.33 | 0.39 | |
| 0.45 | 0.51 | |
| -36.61% | -36.18% | |
| Nifty Smallcap 250 | — | |
| -2.95% | -1.29% | |
| 0.87 | 0.89 | |
| 78.6% | 85.1% | |
| 83.7% | 83.7% | |
| 0.50% | 0.87% | |
| ₹11,445Cr | ₹6,048Cr | |
| 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.