Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 20.4566
NAV (Apr 18)
Last 1Y | 35.2% |
Last 3Y | 18.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.8% |
6 Month CAGR | 15.1% |
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.
Expense Ratio | 2.04 |
Launched (5y ago) | Dec 06, 2019 |
AUM in Crores | 1640.361 |
ISIN | INF277K010Y2 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.003 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Focused Equity Fund (Growth) | 11,77,828 | 4,45,216 | 18.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
tech mahindra ltd
8.1%hdfc bank ltd
7.3%larsen & toubro ltd
6.1%lupin ltd
5.4%reliance industries ltd
5%financial services
26.7%industrials
15.4%technology
10.4%healthcare
10.2%consumer cyclical
8.8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
Tata Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
31.1% | 25.4% | ||
12.6% | 12.7% | ||
20.2% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 17.8% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Meeta Shetty.
Nav of Tata Focused Equity Fund (G) as of 4/18/2024 is ₹20.46 with the total AUM as of 4/19/2024 is ₹1640.361. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Focused Equity Fund (G) was launched on Dec 06, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Tata Focused Equity Fund (G) is rated as a 3 fund in Equity and delivered 35.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Focused Equity Fund (G).
What is Tata Focused Equity Fund (G)?
How to invest in Tata Focused Equity Fund (G)?
You can invest in Tata Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Focused Equity Fund (G)?
The minimum sip amount for Tata Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Focused Equity Fund (G) good to invest in?
As per Scripbox experts, Tata Focused Equity Fund (G) is a Neutral fund. You can investTata Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Focused Equity Fund (G)?
The expense ratio of the Tata Focused Equity Fund (G) is 2.04% for regular plan.