TATA Mutual Fund

Tata Focused Fund (G)

₹ 23

NAV (Jul 29)

20.192%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in focused mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.

Expense Ratio
2.03 %
Launched 5Y ago
2019-12-05
AUM in Crores
1847.5
ISIN
INF277K010Y2
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.2
Beta
0.9
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-06-30

Top Stock Holdings

Tech Mahindra Ltd.

9.78%
9.78%

HDFC Bank Ltd.

7.12%
7.12%

Eternal Ltd.

5.38%
5.38%

Reliance Industries Ltd.

4.46%
4.46%

KEC International Ltd.

4.26%
4.26%
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Allocation by Sector

Financial

25.93%
25.93%

Healthcare

12.68%
12.68%

Energy

11.15%
11.15%

Technology

10.28%
10.28%

Automobile

8.25%
8.25%
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comparison

Comparison with Equity Funds

Fund NameFund Size

₹ 26,848 cr

₹ 72,336 cr

₹ 79,584 cr

₹ 30,616 cr

₹ 17,427 cr

Tata Focused Fund (G) Review

Tata Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.73% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Tata Mutual Fund. The fund managers are Hasmukh Vishariya, Kapil Malhotra, Meeta Shetty.

Nav of Tata Focused Fund (G) as of 7/29/2025 is ₹23.00 with the total AUM as of 7/30/2025 is ₹1847.49. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Focused Fund (G) was launched on 2019-12-05. The category risk of the fund is Very High.

The minimum SIP amount for Tata Focused 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 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 Total Return Index.

Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered -3.33% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Focused Fund (G).

Frequently Asked Questions

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