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

Tata Focused Equity Growth Direct Plan

NAV
₹22.8159
+1.74%
(11 Apr)
AUM
1,709 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+10.3%
+7.3%
+6.1%
+1.6%
+0.7%
-1.5%
3Y
+21.1%
+18.7%
+18.4%
+17.3%
+11.9%
+11.7%
5Y
+31.4%
+28.2%
NA
NA
+22.0%
+24.3%
ALL
+15.4%
+15.7%
+23.8%
+24.3%
+15.5%
+16.3%
VOL
17.1%
15.2%
15.1%
14.8%
-
18.8%
TER
0.7%
0.7%
0.6%
0.4%
-
0.7%
AUM
₹15,516 Cr
₹9,533 Cr
₹6,352 Cr
₹1,819 Cr
-
₹1,709 Cr
INFO
0.90
1.04
1.58
1.64
-
0.87
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 28th Feb
Top holdings
HDFC Bank Ltd
10.3%
Tech Mahindra Ltd
8.4%
Axis Bank Ltd
7.1%
Zomato Ltd
6.0%
ICICI Bank Ltd
5.2%
IndusInd Bank Ltd
4.7%
Firstsource Solutions Ltd
4.2%
Reliance Industries Ltd
4.1%
Cash / Net Current Asset
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.4%
Top industry exposure
Financial Services
31.5%
Consumer Cyclical
16.8%
Technology
12.6%
Industrials
12.3%
Healthcare
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39%
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