Tata Focused Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Focused Equity Growth Direct Plan

NAV
₹22.9905
-1.99%
(4 Apr)
AUM
1,635 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.2%
+12.9%
+11.8%
+7.2%
+3.8%
+2.4%
3Y
+23.5%
+20.5%
+20.5%
+19.4%
+13.8%
+11.9%
5Y
+34.7%
NA
+32.0%
NA
+28.0%
+24.9%
ALL
+15.7%
+25.3%
+16.1%
+25.6%
+17.4%
+15.4%
VOL
17.1%
14.9%
15.2%
14.7%
18.8%
-
TER
0.7%
0.6%
0.7%
0.4%
0.7%
-
AUM
₹15,516 Cr
₹6,352 Cr
₹9,533 Cr
₹1,819 Cr
₹1,635 Cr
-
INFO
0.92
1.69
1.06
1.74
0.93
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Focused Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
10.3%
Tech Mahindra Ltd
8.4%
Axis Bank Ltd
7.1%
Zomato Ltd
6.0%
ICICI Bank Ltd
5.2%
IndusInd Bank Ltd
4.7%
Firstsource Solutions Ltd
4.2%
Reliance Industries Ltd
4.1%
Cash / Net Current Asset
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.4%
Top industry exposure
Financial Services
31.5%
Consumer Cyclical
16.8%
Technology
12.6%
Industrials
12.3%
Healthcare
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Fund manager(s)
Meeta Shetty
Hasmukh Vishariya

FAQs