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

Tata Focused Growth Direct Plan

NAV
₹25.7347
+0.58%
(4 Jul)
AUM
1,796 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
+11.2%
+10.4%
+9.7%
+4.0%
+2.6%
+0.5%
3Y
+28.3%
+29.0%
+30.3%
+21.2%
+26.5%
+21.8%
5Y
+27.5%
+30.4%
NA
+21.8%
NA
+24.1%
ALL
+16.7%
+16.1%
+26.6%
+15.6%
+26.2%
+18.4%
VOL
15.2%
17.0%
15.1%
-
14.8%
18.7%
TER
0.6%
0.6%
0.6%
-
0.4%
0.6%
AUM
₹11,667 Cr
₹19,578 Cr
₹3,981 Cr
-
₹2,112 Cr
₹1,796 Cr
INFO
1.10
0.95
1.76
-
1.77
0.98
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 May
Top holdings
HDFC Bank Ltd
9.6%
Tech Mahindra Ltd
8.1%
Axis Bank Ltd
7.6%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.4%
Cash / Net Current Asset
4.1%
Firstsource Solutions Ltd
4.1%
A) Repo
3.9%
Amber Enterprises India Ltd Ordinary Shares
3.5%
Apollo Hospitals Enterprise Ltd
3.4%
Top industry exposure
Financial Services
28.4%
Technology
14.4%
Healthcare
12.7%
Consumer Cyclical
11.6%
Industrials
7.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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