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 IDCW Reinvest (DR)
₹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.