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

Tata Focused Growth Direct Plan

NAV
₹25.7852
+0.80%
(6 Oct)
AUM
1,813 Cr
TER
0.64%
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
+7.0%
+4.4%
-0.4%
-2.6%
-3.3%
-4.2%
3Y
+24.6%
+25.3%
+25.9%
+17.5%
+22.5%
+18.6%
5Y
+30.3%
+26.6%
+24.5%
+20.1%
NA
+22.0%
ALL
+15.9%
+16.4%
+24.5%
+14.2%
+24.3%
+17.5%
VOL
16.9%
15.1%
14.9%
-
14.5%
18.3%
TER
0.6%
0.6%
0.6%
-
0.4%
0.6%
AUM
₹22,444 Cr
₹12,560 Cr
₹7,265 Cr
-
₹2,120 Cr
₹1,813 Cr
INFO
0.94
1.09
1.64
-
1.67
0.95
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 Aug
Top holdings
HDFC Bank Ltd
9.3%
Tech Mahindra Ltd
8.0%
Axis Bank Ltd
6.6%
ICICI Bank Ltd
5.5%
Apollo Hospitals Enterprise Ltd
4.8%
Reliance Industries Ltd
4.2%
Firstsource Solutions Ltd
3.8%
Adani Ports & Special Economic Zone Ltd
3.7%
Infosys Ltd
3.4%
Cash / Net Current Asset
3.3%
Top industry exposure
Financial Services
25.7%
Healthcare
17.3%
Technology
15.1%
Industrials
10.2%
Consumer Cyclical
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
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)
Meeta Shetty
Hasmukh Vishariya

FAQs