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

Tata Focused Growth Direct Plan

NAV
₹25.8716
-0.04%
(15 Sep)
AUM
1,813 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
+6.7%
+4.6%
+0.6%
-2.6%
-3.8%
-4.3%
3Y
+23.1%
+23.4%
+25.0%
+15.7%
+20.2%
+16.7%
5Y
+29.7%
+26.5%
NA
+20.1%
NA
+22.0%
ALL
+16.0%
+16.6%
+25.4%
+14.5%
+24.7%
+17.9%
VOL
16.9%
15.1%
15.0%
-
14.6%
18.4%
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
0.95
1.10
1.70
-
1.69
0.97
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
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