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

Tata Focused Equity Growth Direct Plan

NAV
₹26.5194
-0.98%
(17 Oct)
AUM
1,957 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+67.4%
+51.9%
+49.9%
+46.0%
+42.0%
+37.6%
3Y
+23.6%
+23.0%
+23.6%
+27.5%
+19.2%
+15.7%
5Y
NA
+27.3%
NA
+25.8%
NA
+20.2%
ALL
+31.4%
+17.4%
+32.1%
+16.7%
+22.4%
+16.7%
VOL
14.6%
15.2%
14.8%
17.3%
19.0%
-
TER
0.6%
0.6%
0.4%
0.5%
0.6%
-
AUM
₹3,250 Cr
₹10,201 Cr
₹1,850 Cr
₹15,109 Cr
₹1,957 Cr
-
INFO
2.14
1.15
2.17
0.96
1.18
-
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 31st Aug
Top holdings
Tech Mahindra Ltd
10.1%
HDFC Bank Ltd
7.1%
Zomato Ltd
5.8%
Reliance Industries Ltd
4.4%
KEC International Ltd
4.3%
Axis Bank Ltd
4.2%
ICICI Bank Ltd
3.6%
Ashok Leyland Ltd
3.4%
Alkem Laboratories Ltd
3.4%
Samvardhana Motherson International Ltd
3.4%
Top industry exposure
Financial Services
22.4%
Consumer Cyclical
18.0%
Industrials
15.6%
Technology
13.2%
Utilities
7.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
42%
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Meeta Shetty
Kapil Malhotra

FAQs