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 31st Mar
Top holdings
HDFC Bank Ltd
10.0%
Tech Mahindra Ltd
7.7%
Axis Bank Ltd
7.4%
ICICI Bank Ltd
5.6%
Reliance Industries Ltd
4.1%
Amber Enterprises India Ltd Ordinary Shares
4.1%
Cash / Net Current Asset
4.0%
Firstsource Solutions Ltd
3.9%
A) Repo
3.3%
KEC International Ltd
3.2%
Top industry exposure
Financial Services
29.3%
Consumer Cyclical
14.7%
Technology
13.4%
Industrials
11.1%
Healthcare
8.5%
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.