Tata Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

3 Morning Star

3 Value Research

NAV( 1 Jan 2026)

₹ 36.78

-1.79%

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Tata Small Cap Reg-G

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Performance

15.41%3y Returns

0.02% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

1.68%
Exit load

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 11,410 Cr
Plan

REGULAR
Launch date

19 Oct 2018
Fund type

OPEN
Fund benchmark

NIFTY Smallcap 250 Total Return Index
ISIN

INF277K015O2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Rallis India Ltd	0.12%
Ramco Industries Ltd	0.67%
Redington Ltd	1.59%
Time Technoplast Ltd	2.5%
Alivus Life Sciences Ltd	0.64%
Network People Services Technologies Ltd	2.22%
Krsnaa Diagnostics Ltd	1.83%
Automotive Axles Ltd	0.23%
BASF India Ltd	2.78%
Allcargo Global Ltd	0.33%
Transport Corporation Of India Ltd	0.75%
Godrej Industries Ltd	3.33%
Powergrid Infrastructure Investment Trust InvITs	0.09%
Bluspring Enterprises Ltd	0.53%
Digitide Solutions Ltd	0.6%
Cash/Net Current Assets	4.73%
Quess Corp Ltd	1.74%
Sundrop Brands Ltd	1.17%
Allcargo Logistics Ltd	0.19%
Eureka Forbes Ltd	0.64%
Cello World Ltd	0.88%
ASK Automotive Ltd	1.38%
Sri Lotus Developers and Realty Ltd	0.41%
Natco Pharma Ltd	0.42%
Usha Martin Ltd	4.12%
VIP Industries Ltd	1.55%
Tega Industries Ltd	4.33%
C.E. Info Systems Ltd	2.72%
Transindia Real Estate Ltd	0.07%
Sundaram - Clayton Ltd	1.75%
R R Kabel Ltd	0.66%
SAMHI Hotels Ltd	2.05%
Wockhardt Ltd	2.09%
DCB Bank Ltd	1.82%
ACME Solar Holdings Ltd	1.15%
IDFC First Bank Ltd	4.2%
Vardhman Special Steels Ltd	0.59%
CarTrade Tech Ltd	1.95%
Keystone Realtors Ltd	1.3%
Smartworks Coworking Spaces Ltd	0.91%
PCBL Chemical Ltd	1.23%
Gokaldas Exports Ltd	1.22%
Graphite India Ltd	1.83%
Finolex Cables Ltd	0.59%
Gujarat Pipavav Port Ltd	1.7%
Eveready Industries (India) Ltd	0.52%
Wonderla Holidays Ltd	2.11%
Sudarshan Chemical Industries Ltd	4.17%
Ganesha Ecosphere Ltd	0.47%
Elantas Beck India Ltd	1.78%
Balrampur Chini Mills Ltd	0.78%
Anant Raj Ltd	1.84%
CIE Automotive India Ltd	1.17%
Shoppers Stop Ltd	1.97%
Kirloskar Ferrous Industries Ltd	1.8%
Kirloskar Pneumatic Company Ltd	3.34%
Honda India Power Products Ltd	1.1%
Akzo Nobel India Ltd	0.83%
Carborundum Universal Ltd	1.79%
MM Forgings Ltd	0.45%
Greenply Industries Ltd	1.73%
KSB Ltd	1.49%
Repo	4.42%
Hikal Ltd	0.64%

Sectors

Company	Allocation %
Others	9.15%
Automobile	1.61%
Construction	3.55%
Consumer Staples	5.80%
Materials	5.73%
Financial	9.51%
Capital Goods	8.35%
Consumer Discretionary	3.09%
Chemicals	10.08%
Textiles	1.69%
Services	14.84%
Energy	1.15%
Technology	4.94%
Metals & Mining	14.89%
Healthcare	5.62%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

68
AUM

₹ 2,25,300 Cr
Website

http://www.tatamutualfund.com

About

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

Fund Manager

View All Mutual Funds

Chandraprakash Padiyar

Funds Offered

3
AUM

₹ 24,328 Cr
Highest Return

15.41%

About

Chandraprakash Padiyar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
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SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Tata Small Cap Reg-G?

The current NAV of Tata Small Cap Reg-G is ₹ 36.7845

How much does Tata Small Cap Reg-G charge as expense ratio?

The expense ratio of Tata Small Cap Reg-G is 1.68%

How to Redeem Tata Small Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Tata Small Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Tata Small Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Tata Small Cap Reg-G based on your investment objective and risk profile.

What is the return of Tata Small Cap Reg-G?

For Tata Small Cap Reg-G, 3-year return is 15.41% per annum and 5-year return is 23.04% per annum. Check the return performance in detail on the page.

What is the lock-in period in Tata Small Cap Reg-G?

The lock-in-period of Tata Small Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Tata Small Cap Reg-G

₹ 36.78

-1.79%

Tata Small Cap Reg-G

Performance

15.41%3y Returns

Investment details

₹ 100

₹ 5000

0

1.68%

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

₹ 11,410 Cr

REGULAR

19 Oct 2018

OPEN

NIFTY Smallcap 250 Total Return Index

INF277K015O2

Fund allocation

Risk Associated

Very High

About AMC

Tata Mutual Fund >

Contact Information

Address:

68

₹ 2,25,300 Cr

About

Fund Manager

Chandraprakash Padiyar

3

₹ 24,328 Cr

15.41%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Tata Small Cap Reg-G?

How much does Tata Small Cap Reg-G charge as expense ratio?

How to Redeem Tata Small Cap Reg-G Regular Growth?

What are the steps to invest in Tata Small Cap Reg-G?

Can I invest in Tata Small Cap Reg-G through both SIP and lump sum?

What is the return of Tata Small Cap Reg-G?

What is the lock-in period in Tata Small Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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