NAV (Sep 29)
6 Month CAGR
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.
Launched (4y ago)
Dec 06, 2019
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Focused Equity Fund (Growth)||NaN||NaN||%|
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.
hdfc bank ltd8.8%
larsen & toubro ltd6.3%
reliance industries ltd6.2%
state bank of india5.3%
axis bank ltd4.8%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,862 cr
₹ 17,630 cr
₹ 11,197 cr
₹ 10,089 cr
₹ 9,392 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.