- Mutual Funds
- TATA Mutual Fund
- Tata Focused Equity Fund of (PIDCW-A)
Formerly Tata Focused Equity Reg DP
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.5857
NAV (Apr 16)
Fund Returns
Last 1Y | 35.5% |
Last 3Y | 19% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18% |
6 Month CAGR | 15.9% |
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 | 2.04 |
Launched (5y ago) | Dec 06, 2019 |
AUM in Crores | 1640.361 |
ISIN | INF277K012Y8 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.003 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Focused Equity Fund of (PIDCW-A) | 11,84,202 | 4,51,590 | 19% | |
| 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
tech mahindra ltd
8.1%hdfc bank ltd
7.3%larsen & toubro ltd
6.1%lupin ltd
5.4%reliance industries ltd
5%Allocation by Sector
financial services
26.7%industrials
15.4%technology
10.4%healthcare
10.2%consumer cyclical
8.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.7% | 12.8% | ||
30.7% | 25.3% | ||
20.4% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Focused Equity Fund of (PIDCW-A) Review
Tata Focused Equity Fund of (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 18% over a period of 4 years. The fund was previously known as Tata Focused Equity Reg DP. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Meeta Shetty.
Nav of Tata Focused Equity Fund of (PIDCW-A) as of 4/16/2024 is ₹20.59 with the total AUM as of 4/18/2024 is ₹1640.361. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 TR INR.
Tata Focused Equity Fund of (PIDCW-A) is rated as a 3 fund in Equity and delivered 35.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Focused Equity Fund of (PIDCW-A).
Frequently Asked Questions
What is Tata Focused Equity Fund of (PIDCW-A)?
How to invest in Tata Focused Equity Fund of (PIDCW-A)?
You can invest in Tata Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Tata Focused Equity Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Focused Equity Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Tata Focused Equity Fund of (PIDCW-A) is a Neutral fund. You can investTata Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Tata Focused Equity Fund of (PIDCW-A) is 2.04% for regular plan.