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

Tata Focused Growth Direct Plan

NAV
₹26.1163
-0.46%
(24 Oct)
AUM
1,819 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+11.3%
+4.6%
+3.4%
+1.1%
+0.4%
3Y
+24.4%
+25.1%
+22.2%
+17.3%
+25.5%
+18.0%
5Y
+30.4%
+27.0%
NA
+19.9%
+24.6%
+21.4%
ALL
+16.1%
+16.7%
+24.9%
+14.5%
+24.6%
+17.8%
VOL
16.9%
15.1%
14.5%
-
14.9%
18.3%
TER
0.6%
0.6%
0.4%
-
0.6%
0.6%
AUM
₹23,533 Cr
₹12,909 Cr
₹2,127 Cr
-
₹7,280 Cr
₹1,819 Cr
INFO
0.96
1.11
1.72
-
1.65
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 30th Sep
Top holdings
HDFC Bank Ltd
9.3%
Tech Mahindra Ltd
7.5%
Axis Bank Ltd
7.1%
ICICI Bank Ltd
5.2%
Apollo Hospitals Enterprise Ltd
4.7%
Reliance Industries Ltd
4.2%
Adani Ports & Special Economic Zone Ltd
3.9%
Firstsource Solutions Ltd
3.6%
A) Repo
3.5%
Infosys Ltd
3.3%
Top industry exposure
Financial Services
26.1%
Healthcare
16.8%
Technology
14.4%
Industrials
10.7%
Consumer Cyclical
8.4%
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)
Anand Sharma
Hasmukh Vishariya

FAQs