About the smallcase

  • Tata Group is an internationally recognized Indian conglomerate. It was founded in 1868 by Jamsetji Tata.
  • The group has business interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc. 
  • The group operates in more than 100 countries across 6 continents. In 2019-20, the revenue of Tata companies, taken together, was Rs.750,000 crore. These companies collectively employ over 750,000 people.
  • The group owns marquee brands like Jaguar Land Rover, Tetley tea, Titan, Taj Hotels, Vistara, Westside etc., most of which are recognized globally.
  • 4 companies in the smallcase are part of the Nifty 50 index. As of June 2021, these 4 companies have a combined market cap in excess of ₹16 lakh crore.
  • This smallcase is suitable for investors seeking exposure to a diversified group of profit making companies with a reputed brand portfolio.

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch

Feb 13, 2021

would be
House of Tata
₹ 147.30
Equity Large Cap
₹ 103.59
MarAprMayJunJulAugSepOctNovDec2022FebMarAprMayJun100120140160

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.