- Mutual Funds
- TATA Mutual Fund
- Tata Focused Equity Fund (Growth)
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
state bank of india
9.5%icici bank ltd
9.4%hdfc bank ltd
7.3%reliance industries ltd
7%infosys ltd
6.4%Allocation by Sector
financial services
32.6%consumer cyclical
10.3%industrials
10%technology
8.9%basic materials
7.7%Compare Tata Focused Equity Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.