- Mutual Funds
- Tata Mutual Fund
- Tata Focused Fund (G)
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).
Scheme Information
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 and Holdings
Top Stock Holdings
Tech Mahindra Ltd.
9.78%HDFC Bank Ltd.
7.12%Eternal Ltd.
5.38%Reliance Industries Ltd.
4.46%KEC International Ltd.
4.26%
Allocation by Sector
Financial
25.93%Healthcare
12.68%Energy
11.15%Technology
10.28%Automobile
8.25%
Comparison with Equity Funds
| Fund Name | Fund 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).