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

Tata Focused Equity Growth Direct Plan

NAV
₹22.6452
-2.08%
(28 Feb)
AUM
1,739 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+12.9%
+10.3%
+4.4%
+3.0%
+2.6%
3Y
+20.9%
+25.1%
+20.4%
+20.4%
+15.7%
+13.5%
5Y
NA
+24.2%
+24.1%
NA
+18.6%
+16.0%
ALL
+25.0%
+15.5%
+15.7%
+25.1%
+17.4%
+15.1%
VOL
14.9%
17.1%
15.2%
14.7%
18.8%
-
TER
0.6%
0.7%
0.6%
0.4%
0.6%
-
AUM
₹3,361 Cr
₹15,688 Cr
₹10,065 Cr
₹1,884 Cr
₹1,739 Cr
-
INFO
1.68
0.91
1.03
1.70
0.93
-
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 31st Jan
Top holdings
HDFC Bank Ltd
9.9%
Tech Mahindra Ltd
8.9%
Axis Bank Ltd
5.7%
Zomato Ltd
5.6%
ICICI Bank Ltd
5.1%
Cash / Net Current Asset
4.5%
Reliance Industries Ltd
4.0%
Firstsource Solutions Ltd
3.8%
Amber Enterprises India Ltd Ordinary Shares
3.7%
KEC International Ltd
3.5%
Top industry exposure
Financial Services
28.3%
Consumer Cyclical
16.9%
Industrials
13.2%
Technology
12.7%
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
Kapil Malhotra

FAQs