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

Tata Focused Growth Direct Plan

NAV
₹23.3826
-2.03%
(27 Mar)
AUM
1,808 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+4.9%
+2.9%
+2.0%
-0.2%
-1.5%
-6.1%
3Y
+21.9%
+19.4%
+20.4%
+15.1%
+14.8%
+22.2%
5Y
+19.2%
+13.9%
+21.7%
+12.8%
+13.4%
+16.4%
ALL
+15.3%
+12.6%
+14.7%
+11.6%
+14.4%
+19.1%
VOL
15.1%
16.3%
16.8%
-
18.1%
15.1%
TER
0.6%
0.8%
0.6%
-
0.7%
0.5%
AUM
₹15,145 Cr
₹2,018 Cr
₹27,136 Cr
-
₹1,808 Cr
₹4,917 Cr
INFO
1.01
0.77
0.88
-
0.80
1.26
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 28th Feb
Top holdings
HDFC Bank Ltd
7.5%
ICICI Bank Ltd
6.4%
Axis Bank Ltd
5.5%
A) Repo
5.0%
Reliance Industries Ltd
4.9%
NTPC Ltd
4.6%
Cash / Net Current Asset
4.1%
Larsen & Toubro Ltd
4.0%
UltraTech Cement Ltd
3.9%
Metropolis Healthcare Ltd
3.8%
Top industry exposure
Financial Services
28.6%
Consumer Cyclical
11.7%
Healthcare
10.4%
Basic Materials
9.4%
Industrials
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
64%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 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)
Anand Sharma
Hasmukh Vishariya

FAQs