Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Tata Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹2.10 L
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Small Cap Fund - Direct Pl… |
|---|---|
| Fund house | Tata Mutual Fund |
| Category | Equity Scheme - Small Cap Fund |
| Plan | Direct |
| Latest NAV | ₹45.1574 |
| Assets managed (AUM) | — |
| 1M return | 2.17% |
| 6M return | 21.55% |
| 1Y return | 0.20% |
| 3Y CAGR | 12.12% |
| 5Y CAGR | 16.03% |
| Since inception CAGR | 21.27% |
| Bumpiness · 3Y (annualised σ) | 17.58 |
| Worst drop ever | -36.61% |
| Sharpe · 3Y (rf=6%) | 0.33 |