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  • Tata Focused Equity Fund (Growth)
TATA Mutual Fund

Tata Focused Equity Fund (Growth)

EquityFocused

16.0162

NAV (Nov 25)

17.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.0162

NAV (Nov 25)

Fund Returns

Last 1Y

5.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

17.2%

6 Month CAGR

17.2%

Scheme Information

Investment 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. 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

2.16

Launched (3y ago)

Dec 06, 2019

AUM in Crores

1291.050

ISIN

INF277K010Y2

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Venkat Samala

Fund Manager

Meeta Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

state bank of india

9.5%
9.5%

icici bank ltd

9.4%
9.4%

hdfc bank ltd

7.3%
7.3%

reliance industries ltd

7%
7%

infosys ltd

6.4%
6.4%
See all holdings

Allocation by Sector

financial services

32.6%
32.6%

consumer cyclical

10.3%
10.3%

industrials

10%
10%

technology

8.9%
8.9%

basic materials

7.7%
7.7%
See all sectors

Compare Tata Focused Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.8%

    16.5%

    20.9%

    16.3%

    23.4%

    13.9%

    24.9%

    16.4%

    23.4%

    13.9%

    Tata Focused Equity Fund (G) Review

    Tata Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 17.2% over a period of 2 years. The fund is managed by Tata Asset Management Limited. The fund managers are Meeta Shetty, Venkat Samala.

    Nav of Tata Focused Equity Fund (G) as of 11/25/2022 is ₹16.02 with the total AUM as of 11/26/2022 is ₹1291.05. 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 IISL Nifty 500 TR INR.

    Tata Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered 5.2% 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).

    Frequently Asked Questions

    What is Tata Focused Equity Fund (G)?

    Tata Focused Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 Not Reviewed Yet 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 2.16% for regular plan.