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

Tata Focused Equity Growth Direct Plan

NAV
₹25.1214
-0.98%
(12 Jun)
AUM
1,763 Cr
TER
0.63%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.9%
+15.0%
+13.9%
+7.5%
+6.9%
+6.5%
3Y
+28.8%
+27.3%
+27.6%
+25.5%
+20.6%
+19.8%
5Y
NA
+28.6%
+31.9%
NA
+25.4%
+22.7%
ALL
+26.8%
+16.7%
+16.1%
+26.4%
+18.4%
+15.5%
VOL
15.2%
15.2%
17.1%
14.8%
18.8%
-
TER
0.6%
0.6%
0.7%
0.4%
0.6%
-
AUM
₹3,981 Cr
₹11,667 Cr
₹19,578 Cr
₹2,059 Cr
₹1,763 Cr
-
INFO
1.76
1.10
0.94
1.78
0.98
-
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 30th Apr
Top holdings
HDFC Bank Ltd
9.7%
Tech Mahindra Ltd
7.9%
Axis Bank Ltd
7.7%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.4%
Cash / Net Current Asset
4.1%
Firstsource Solutions Ltd
3.8%
Amber Enterprises India Ltd Ordinary Shares
3.3%
Eternal Ltd
3.2%
A) Repo
3.1%
Top industry exposure
Financial Services
29.1%
Consumer Cyclical
14.2%
Technology
13.8%
Healthcare
11.6%
Industrials
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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