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

Tata Focused Equity Growth Direct Plan

NAV
₹22.9184
+0.97%
(16 May)
AUM
1,693 Cr
TER
0.55%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.3%
+50.5%
+45.6%
+40.8%
+35.0%
+33.9%
3Y
+26.2%
+27.7%
+25.0%
+30.0%
+21.1%
+18.8%
5Y
NA
NA
+22.4%
+22.3%
NA
+17.5%
ALL
+29.2%
+31.5%
+16.5%
+15.8%
+20.1%
+15.7%
VOL
14.0%
14.4%
15.2%
17.4%
19.0%
-
TER
0.7%
0.4%
0.6%
0.5%
0.6%
-
AUM
₹2,542 Cr
₹1,339 Cr
₹7,872 Cr
₹11,247 Cr
₹1,693 Cr
-
INFO
2.09
2.19
1.08
0.91
1.06
-
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 Equity (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 Apr
Top holdings
Tech Mahindra Ltd
7.9%
HDFC Bank Ltd
7.4%
Lupin Ltd
5.9%
Larsen & Toubro Ltd
5.6%
Reliance Industries Ltd
4.8%
Axis Bank Ltd
4.7%
IndusInd Bank Ltd
4.1%
State Bank of India
4.1%
NTPC Ltd
3.9%
ICICI Bank Ltd
3.8%
Top industry exposure
Financial Services
28.6%
Industrials
14.9%
Healthcare
10.6%
Technology
10.4%
Consumer Cyclical
10.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Meeta Shetty
Kapil Malhotra

FAQs