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

Tata Focused Growth Direct Plan

NAV
₹24.8979
-1.09%
(6 Mar)
AUM
1,798 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
+19.1%
+15.3%
+12.0%
+9.4%
+7.6%
+0.1%
3Y
+23.4%
+22.1%
+20.4%
+15.4%
+15.6%
+21.9%
5Y
+19.5%
+22.1%
+19.1%
+13.0%
+14.2%
+16.3%
ALL
+15.9%
+15.4%
+22.5%
+12.6%
+15.7%
+20.1%
VOL
15.0%
16.7%
14.3%
-
18.0%
14.8%
TER
0.6%
0.6%
0.4%
-
0.7%
0.6%
AUM
₹14,935 Cr
₹26,332 Cr
₹2,208 Cr
-
₹1,798 Cr
₹4,867 Cr
INFO
1.06
0.92
1.58
-
0.88
1.36
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 31st Jan
Top holdings
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
6.0%
Axis Bank Ltd
5.7%
Reliance Industries Ltd
4.8%
NTPC Ltd
4.3%
Larsen & Toubro Ltd
4.3%
Cash / Net Current Asset
4.0%
Adani Ports & Special Economic Zone Ltd
4.0%
UltraTech Cement Ltd
4.0%
Ambuja Cements Ltd
3.8%
Top industry exposure
Financial Services
27.8%
Healthcare
12.7%
Consumer Cyclical
11.5%
Industrials
9.9%
Basic Materials
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
58%
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