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 2021-22, the revenue of Tata companies, taken together, was Rs.10,11,744 crore. These companies collectively employ over 935,000 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 2022, these 4 companies have a combined market cap in excess of ₹15 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

Current value of ₹ 100 invested once
at launch

Feb 13, 2021

would be
House of Tata
₹ 165.67
Equity Large Cap
₹ 121.12
AprJulOct2022AprJulOct100120140160

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.