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

Tata Focused Growth Direct Plan

NAV
₹25.9545
+0.41%
(20 Aug)
AUM
1,825 Cr
TER
0.63%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+11.1%
+8.1%
+6.5%
+0.9%
-0.2%
-1.5%
3Y
+24.4%
+23.7%
+25.6%
+16.3%
+17.5%
+21.1%
5Y
+29.0%
+25.8%
NA
+19.8%
+22.1%
NA
ALL
+16.1%
+16.6%
+25.8%
+14.8%
+18.1%
+24.9%
VOL
17.0%
15.1%
15.0%
-
18.5%
14.6%
TER
0.6%
0.6%
0.6%
-
0.6%
0.4%
AUM
₹21,456 Cr
₹12,380 Cr
₹4,199 Cr
-
₹1,825 Cr
₹2,137 Cr
INFO
0.95
1.10
1.72
-
0.98
1.70
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 Jul
Top holdings
HDFC Bank Ltd
9.8%
Tech Mahindra Ltd
7.8%
Axis Bank Ltd
6.7%
A) Repo
6.7%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.2%
Firstsource Solutions Ltd
3.7%
Apollo Hospitals Enterprise Ltd
3.7%
Cash / Net Current Asset
3.1%
Alkem Laboratories Ltd
2.9%
Top industry exposure
Financial Services
26.8%
Healthcare
15.3%
Technology
13.6%
Consumer Cyclical
9.4%
Industrials
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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