Tata Focused Equity Fund
150
Min SIP
5,000
Min Lumpsum
0.45 %
Expense Ratio
Rating
1,262
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17% | 27.3% | - | 16.6% | ||||
| Category Average | 14.7% | 25.8% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
St Bk of India
HDFC Bank
Reliance Industr
Larsen & Toubro
Others
Advance Ratio
0.16
Alpha
4.41
SD
0.97
Beta
0.5
Sharpe
Exit Load
| Exit Load | Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil |
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Fund Objective
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.
Fund Managers
Meeta Shetty
From the CFA Institute USA, Ms Shetty holds a CFA charter. She also has a bachelor’s degree in economics. Both the Tata Large and Mid Cap Fund and the Tata Digital India Fund are managed by her. She currently works for Tata Mutual Fund as an assistant fund manager.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 4,379
-
25%Fund Size - 4,379
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33.9%Fund Size - 4,379
-
13.9%Fund Size - 4,379
-
- Equity .
- Focused .
-
- 6,112
-
14.8%Fund Size - 6,112
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30.2%Fund Size - 6,112
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13.4%Fund Size - 6,112
-
- Equity .
- Focused .
-
- 8,267
-
19.7%Fund Size - 8,267
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28.2%Fund Size - 8,267
-
14.8%Fund Size - 8,267
-
- Equity .
- Focused .
-
- 808
-
16.7%Fund Size - 808
-
25.2%Fund Size - 808
-
14.5%Fund Size - 808
-
- Equity .
- Focused .
-
- 5,805
-
13.6%Fund Size - 5,805
-
23%Fund Size - 5,805
-
12%Fund Size - 5,805
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Focused Equity Fund ?
You can invest in Tata Focused Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Focused Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Focused Equity Fund ?
The NAV of Tata Focused Equity Fund is ₹17.1 as of 09 June 2023.
How to redeem Tata Focused Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Focused Equity Fund?
The minimum SIP amount of Tata Focused Equity Fund is ₹150
What are the top sectors Tata Focused Equity Fund has invested in??
The top sectors Tata Focused Equity Fund has invested in are
- ICICI Bank - 9.75%
- St Bk of India - 8.91%
- HDFC Bank - 7.53%
- Reliance Industr - 6.72%
- Larsen & Toubro - 5.44%
How much returns have Tata Focused Equity Fund generated ?
The Tata Focused Equity Fund has delivered 16.6% since inception
What is the expense ratio of Tata Focused Equity Fund ?
The expense ratio of Tata Focused Equity Fund is 0.45 % as of 09 June 2023.
What is the AUM of Tata Focused Equity Fund?
The AUM of Tata Focused Equity Fund is ₹88,392 Cr as of 09 June 2023
What are the top stock holdings of Tata Focused Equity Fund?
The top stock holdings of Tata Focused Equity Fund are
- ICICI Bank - 9.75%
- St Bk of India - 8.91%
- HDFC Bank - 7.53%
- Reliance Industr - 6.72%
- Larsen & Toubro - 5.44%