- Mutual Funds
- Tata Mutual Fund
- Tata Focused Equity Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.6939
NAV (Oct 15)
Fund Returns
Last 1Y | 38.5% |
Last 3Y | 16.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.4% |
6 Month CAGR | 17.7% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Expense Ratio | 2.03 |
Launched (0y ago) | 2.03 |
AUM in Crores | 1956.6 |
ISIN | INF277K010Y2 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.2 |
Beta | 1 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Focused Equity Fund (G) | 11,10,345 | 3,77,733 | 16.6% | |
| 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.
9.8%HDFC Bank Ltd.
7.1%Zomato Ltd.
5.4%Reliance Industries Ltd.
4.5%KEC International Ltd.
4.3%Allocation by Sector
Financial
20.1%Services
15.4%Energy
12.6%Technology
12%Automobile
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Focused Equity Fund (G) Review
Tata Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 20.408% over a period of 4 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Malhotra, Meeta Shetty.
Nav of Tata Focused Equity Fund (G) as of 10/15/2024 is ₹24.69 with the total AUM as of 10/16/2024 is ₹1956.634523. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Focused Equity Fund (G) was launched on 2019-12-05. The category risk of the fund is Average.
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 NIFTY 500 Total Return Index.
It is rated as a 3 fund in Equity and delivered 38.454% 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, it is a 3 fund. You can invest in it 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 2.03% for regular plan.
What is the NAV of Tata Focused Equity Fund (G)?
Today's Tata Focused Equity Fund (G) NAV is ₹24.69.