Tata Focused Equity Fund Regular Plan Growth

21.04
NAV (Apr 26,2024)

Introducing Tata Focused Equity Fund - Regular Plan - Growth, a promising investment option with an expense ratio of 2.06. With a PE ratio of 35.1686 and a PB ratio of 4.5163, this fund seeks to deliver long-term capital appreciation. With a minimum investment of ₹5000, this fund offers flexibility to investors. Established on December 5, 2019, Tata Focused Equity Fund aims to optimize returns by investing in a focused portfolio of equities.

Tata Focused Equity Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Focused Equity Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.10
  • P/B Ratio
    UM_URBAN_MONEY

    4.88
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.04%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1640.36 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,479.33 (4.79%)12,219.41 (22.19%)13,821.56 (38.22%)17,404 (74.04%)-- (--)
31,437.99 (4.79%)36,658.23 (22.19%)41,464.68 (38.22%)52,212 (74.04%)-- (--)
52,396.65 (4.79%)61,097.05 (22.19%)69,107.8 (38.22%)87,020 (74.04%)-- (--)
83,834.64 (4.79%)97,755.28 (22.19%)1,10,572.48 (38.22%)1,39,232 (74.04%)-- (--)
1,04,793.3 (4.79%)1,22,194.1 (22.19%)1,38,215.6 (38.22%)1,74,040 (74.04%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TECH MAHINDRA LTD8.07%
  • HDFC BANK LTD7.30%
  • LARSEN & TOUBRO LTD6.06%
  • LUPIN LTD5.44%
  • RELIANCE INDUSTRIES LTD5.04%
  • AXIS BANK LTD4.34%
  • STATE BANK OF INDIA3.85%
  • ICICI BANK LTD3.72%
  • NTPC LTD3.72%
  • CASH NET CURRENT ASSET3.47%
  • POWER GRID CORPORATION OF INDIA LTD3.22%
  • ALKEM LABORATORIES LTD3.18%
  • A REPO3.12%
  • INDUSIND BANK LTD3.08%
  • ACC LTD2.88%
  • KEC INTERNATIONAL LTD2.70%
  • ASHOK LEYLAND LTD2.66%
  • SHOPPERS STOP LTD2.58%
  • PVR INOX LTD2.57%
  • SBI LIFE INSURANCE COMPANY LTD2.38%
  • FIRSTSOURCE SOLUTIONS LTD2.38%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.36%
  • CRAFTSMAN AUTOMATION LTD2.14%
  • THERMAX LTD2.12%
  • ULTRATECH CEMENT LTD2.09%
  • POWER FINANCE CORPORATION LTD2.08%
  • DLF LTD2.05%
  • CYIENT LTD1.81%
  • HEALTHCARE GLOBAL ENTERPRISES LTD1.56%
  • ZOMATO LTD1.03%
  • YATRA ONLINE LTD0.74%
  • BHARTI AIRTEL LTD RIGHT PARTLY PAID0.28%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

44.28%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

38.30%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.98%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

18.85%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

15.08%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

13.73%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.17%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.49%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

40.31%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

35.63%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

32.58%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

32.46%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

32.20%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

30.61%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

30.35%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

28.58%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.79%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

-1.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

27.14%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

22.41%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.74%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.01%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.35%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.82%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.33%

LIC MF Focused 30 Equity Fund - Regular Plan - GrowthLIC MF Focused 30 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.62%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

11.42%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.88%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

19.60%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

18.96%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

18.18%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

16.12%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

12.62%

Fund Managers

MS

Ms. Meeta ShettyAssistant Fund Manager

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Tata Focused Equity Fund - Regular Plan - Growth

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