- Mutual Funds
- TATA Mutual Fund
- Tata Focused Equity Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.6934
NAV (Sep 29)
Fund Returns
Last 1Y | 22.4% |
Last 3Y | 24.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.2% |
6 Month CAGR | 21% |
Scheme Information
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 | 2.09 |
Launched (4y ago) | Dec 06, 2019 |
AUM in Crores | 1372.637 |
ISIN | INF277K010Y2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Focused Equity Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
8.8%larsen & toubro ltd
6.3%reliance industries ltd
6.2%state bank of india
5.3%axis bank ltd
4.8%Allocation by Sector
financial services
31%industrials
19.6%healthcare
8.9%basic materials
7.4%energy
6.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 11.8% | ||
25.9% | 16.5% | ||
22.8% | 16.2% | ||
39.3% | 14.6% | ||
25.8% | 16.4% |
Tata Focused Equity Fund (G) Review
Tata Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 16.2% over a period of 3 years. The fund is managed by Tata Asset Management Limited. The fund managers are Arvindkumar Chetty, Meeta Shetty.
Nav of Tata Focused Equity Fund (G) as of 9/29/2023 is ₹17.69 with the total AUM as of 10/3/2023 is ₹1372.637. 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 22.4% 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)?
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 2.09% for regular plan.