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Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment

Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment

Equity | Small Cap Fund
Returns -12.16% annually for last 1 yr
NAV on 24 Jul 2026₹36.38
Min SIP Amount₹100

About Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment

Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment has an Asset Under Management (AUM) of Rs. 12528.85 Cr as on 2026-07-24. The fund has an expense ratio of 1.69, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment

Tata Small Cap Fund - Regular (IDCW) RI - Reinvestment is a Equity mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2018-10-19. The sub-category of this fund is Small Cap Fund. The 1-year, 3-year and 5-year returns of this fund were -12.16, 9.76 and 12.77 respectively.

Fund age
7 years9 months
AUM
₹ 12,528.85 Cr
Lock-in Period
0
Exit Load
Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Expense ratio
1.69%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Industrial Products20.33%
Chemicals & Petrochemical8.99%
Consumer Durables6.3%
Pharmaceuticals & Biotech5.42%
Banks5.37%
Auto Components5.04%

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