Tata Small Cap Fund
What This Strategy Does
CW Expert Research Notes
Earnings Resilience
The fund has demonstrated a consistent ability to deliver downside protection, outperforming its benchmark in 6 out of the past 12 years.
Differentiated Construction
The fund's overweight exposure to mid-cap industrials and basic materials stocks, coupled with an underweight in technology, sets it apart from peers.
Valuation Opportunity
With the portfolio trading at a discount to historical averages, the fund could benefit from an earnings recovery and multiple expansion.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession or demand contraction could undermine small-cap earnings, breaching fund's growth thesis.
Liquidity Risk
Volatility spikes or small-cap stress could impair rebalancing or exits, mitigated by mid-cap tilt.
Concentration Risk
Concentrated small-cap exposure amplifies risks from regulatory tightening or competitive pressures in key sectors.
Specific Strategy Risk
Earnings disappointments or scaling challenges could undermine small-cap growth stories, requiring rigorous monitoring.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to India's entrepreneurial energy before institutional capital discovers it. Small caps offer the highest growth potential but demand patience through volatility cycles. The long-term impact is dramatic wealth creation—historical data shows sustained small-cap investing has generated life-changing returns, but requires conviction to stay invested through sharp drawdowns. Suitable for investors with a long time horizon and risk appetite for elevated volatility.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Chandraprakash Padiyar
Mr. Chandraprakash Padiyar has experience of 19 years. Manages 19 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹11,410 Cr Holds a M.B.A. degree.
22 years
Combined Team Experience
₹ 22,819 Cr
Assets Under Management
Jeetendra Khatri
Co-Portfolio ManagerJeetendra Khatri has experience of 3 years. Manages 8 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹11,410 Cr
CW Expert Take
Tata AMC reflects the group's values-based approach to business. Their investment process emphasizes ESG integration and governance quality alongside financial metrics. The fund house takes measured positions, avoiding excessive concentration while maintaining conviction in quality franchises across equity and credit portfolios.
Investment Philosophy & Approach
Disciplined Approach
Tata AMC follows a disciplined investment approach focused on rigorous research.
Risk Management
The fund house emphasizes robust risk management practices and processes.
Long-Term Mindset
Tata AMC adopts a long-term investment horizon for capital allocation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)