Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Focused IDCW Reinvest (DR)
₹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 Jun
Top holdings
HDFC Bank Ltd
9.6%
Tech Mahindra Ltd
8.4%
Axis Bank Ltd
7.5%
Cash / Net Current Asset
7.3%
ICICI Bank Ltd
5.5%
Reliance Industries Ltd
4.5%
Firstsource Solutions Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.5%
Apollo Hospitals Enterprise Ltd
3.5%
Samvardhana Motherson International Ltd
3.0%
Top industry exposure
Financial Services
27.1%
Technology
14.6%
Healthcare
12.5%
Consumer Cyclical
11.6%
Industrials
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
36%
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.