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

Tata Focused Growth Direct Plan

NAV
₹25.1541
-0.95%
(25 Jul)
AUM
1,847 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
+10.9%
+10.3%
+9.1%
+2.2%
+0.1%
+0.1%
3Y
+27.9%
+26.5%
+25.6%
+18.4%
+23.8%
+19.1%
5Y
NA
+29.4%
+26.6%
+20.6%
NA
+22.5%
ALL
+26.5%
+16.1%
+16.6%
+15.0%
+25.6%
+18.0%
VOL
15.1%
17.0%
15.1%
-
14.7%
18.6%
TER
0.6%
0.6%
0.6%
-
0.4%
0.6%
AUM
₹4,153 Cr
₹20,868 Cr
₹12,244 Cr
-
₹2,186 Cr
₹1,847 Cr
INFO
1.75
0.95
1.10
-
1.74
0.97
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 (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 Jun
Top holdings
HDFC Bank Ltd
9.6%
Tech Mahindra Ltd
8.4%
Axis Bank Ltd
7.5%
Cash / Net Current Asset
7.3%
ICICI Bank Ltd
5.5%
Reliance Industries Ltd
4.5%
Firstsource Solutions Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.5%
Apollo Hospitals Enterprise Ltd
3.5%
Samvardhana Motherson International Ltd
3.0%
Top industry exposure
Financial Services
27.1%
Technology
14.6%
Healthcare
12.5%
Consumer Cyclical
11.6%
Industrials
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
36%
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