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

Tata Focused Equity Growth Direct Plan

NAV
₹25.0219
-0.40%
(13 Jun)
AUM
1,796 Cr
TER
0.63%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.0%
+13.2%
+12.6%
+6.1%
+5.2%
+5.0%
3Y
+28.2%
+26.9%
+27.2%
+25.1%
+20.7%
+20.2%
5Y
NA
+28.1%
+31.6%
NA
+22.5%
+24.9%
ALL
+26.4%
+16.6%
+16.0%
+26.1%
+15.5%
+18.2%
VOL
15.2%
15.2%
17.1%
14.8%
-
18.8%
TER
0.6%
0.6%
0.7%
0.4%
-
0.6%
AUM
₹3,981 Cr
₹11,667 Cr
₹19,578 Cr
₹2,112 Cr
-
₹1,796 Cr
INFO
1.74
1.09
0.94
1.76
-
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 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
HDFC Bank Ltd
9.7%
Tech Mahindra Ltd
7.9%
Axis Bank Ltd
7.7%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.4%
Cash / Net Current Asset
4.1%
Firstsource Solutions Ltd
3.8%
Amber Enterprises India Ltd Ordinary Shares
3.3%
Eternal Ltd
3.2%
A) Repo
3.1%
Top industry exposure
Financial Services
29.1%
Consumer Cyclical
14.2%
Technology
13.8%
Healthcare
11.6%
Industrials
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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.
Fund manager(s)
Meeta Shetty
Hasmukh Vishariya

FAQs