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Tata Small Cap Fund Direct - Growth Return Analysis
Past trailing returns
| Period | This fund | Category Avg |
|---|---|---|
| 1y | 6.77% | 8.07% |
| 3y | 25.96% | 22.9% |
| 5y | 38.4% | 33.4% |
| 7y | -- | 15.76% |
| 10y | -- | 16.15% |
| 15y | -- | 15.77% |
| Since Inception | 24.98% | 13.37% |
| 1y | -4.6% | -9.83% |
| 3y | 20.54% | 17.14% |
| 5y | 26.42% | 21.9% |
| 7y | -- | 22.05% |
| 10y | -- | 18.39% |
| 15y | -- | 17.84% |
| Since Inception | 27.47% | 16.26% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
Past rolling returns
SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 28.6% | 11.9% |
| Any 3y | 31.5% | 16.0% |
| Any 5y | 31.1% | 15.4% |
| Any 1y | 29.4% | 16.8% |
| Any 3y | 33.6% | 19.3% |
| Any 5y | 35.5% | 19.9% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.