40932
5431
Tata Focused Equity Fund - Direct Growth
16.70
34.73
0.30
-3.13
1.56
13.52
21.09
  • NAV

    25.70

    as on 08 Nov 2024

  • ₹-0.22 (-0.86%)

    Last Change

  • 16.70%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.6%

    Expense Ratio
  • Rating
  • 1,957 Cr

    Fund Size
  • 4 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 08 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 34.73%
  • 16.70%
  • -
  • 21.09
  • 1.91Alpha
  • 3.73SD
  • 0.98Beta
  • 0.98Sharpe
  • 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
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.

Meeta Shetty

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  • Fund Name

Tata Mutual Fund

  • AUM :
  • 177,999Cr
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
  • Contact :
  • +91022 62827777
  • Email ID :
  • service@tataamc.com
Mutual Fund by Category

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FAQs

You can invest in Tata Focused Equity Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Focused Equity Fund - Direct Growth in the search box.
  3. 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"

Tata Focused Equity Fund - Direct Growth has delivered 22.61% since inception

The NAV of Tata Focused Equity Fund - Direct Growth is ₹25.5359 as of 08 Nov 2024

The expense ratio of Tata Focused Equity Fund - Direct Growth is % as of 08 Nov 2024

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

The AUM of Tata Focused Equity Fund - Direct Growth 1672.37 CR as of 08 Nov 2024

The minimum SIP amount of Tata Focused Equity Fund - Direct Growth is 100

The top stock holdings of Tata Focused Equity Fund - Direct Growth are

  1. Tech Mahindra - 7.45%
  2. HDFC Bank - 7.32%
  3. Zomato Ltd - 6.15%
  4. K E C Intl. - 4.59%
  5. Axis Bank - 4.28%

The top sectors Tata Focused Equity Fund - Direct Growth has invested in are

  1. Banks - 24.22%
  2. IT-Software - 7.79%
  3. Power - 7.43%
  4. Electrical Equipments - 5.91%
  5. Pharmaceuticals & Biotech - 5.83%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Focused Equity Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Focused Equity Fund - Direct Growth based on your investment objective and risk tolerance

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