Tata Focused Equity Fund Regular Plan Growth

Risk: Very High
₹ 23.43
NAV (Jul 24,2024)

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

    40.39
  • P/B Ratio
    UM_URBAN_MONEY

    5.61
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.01
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.19

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

₹ 1815.93 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 Jul 27, 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 %)

₹ 10,000₹ 11,304.9 (13.05%)₹ 11,708.12 (17.08%)₹ 13,718.08 (37.18%)₹ 16,924.28 (69.24%)₹ -- (--)
₹ 30,000₹ 33,914.7 (13.05%)₹ 35,124.36 (17.08%)₹ 41,154.24 (37.18%)₹ 50,772.84 (69.24%)₹ -- (--)
₹ 50,000₹ 56,524.5 (13.05%)₹ 58,540.6 (17.08%)₹ 68,590.4 (37.18%)₹ 84,621.4 (69.24%)₹ -- (--)
₹ 80,000₹ 90,439.2 (13.05%)₹ 93,664.96 (17.08%)₹ 1,09,744.64 (37.18%)₹ 1,35,394.24 (69.24%)₹ -- (--)
₹ 1,00,000₹ 1,13,049 (13.05%)₹ 1,17,081.2 (17.08%)₹ 1,37,180.8 (37.18%)₹ 1,69,242.8 (69.24%)₹ -- (--)

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 LTD9.30%
  • HDFC BANK LTD7.67%
  • ZOMATO LTD4.86%
  • RELIANCE INDUSTRIES LTD4.79%
  • AXIS BANK LTD4.74%
  • KEC INTERNATIONAL LTD4.22%
  • ICICI BANK LTD3.68%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD3.46%
  • ASHOK LEYLAND LTD3.40%
  • CASH NET CURRENT ASSET3.21%
  • ALKEM LABORATORIES LTD2.90%
  • LARSEN & TOUBRO LTD2.81%
  • NTPC LTD2.74%
  • ACC LTD2.74%
  • INDUSIND BANK LTD2.71%
  • PNC INFRATECH LTD2.66%
  • GODREJ PROPERTIES LTD2.55%
  • STATE BANK OF INDIA2.52%
  • PVR INOX LTD2.50%
  • CRAFTSMAN AUTOMATION LTD2.48%
  • POWER GRID CORPORATION OF INDIA LTD2.47%
  • CYIENT LTD2.35%
  • POWER FINANCE CORPORATION LTD2.33%
  • SHOPPERS STOP LTD2.33%
  • FIRSTSOURCE SOLUTIONS LTD2.28%
  • ULTRATECH CEMENT LTD2.26%
  • JUBILANT FOODWORKS LTD2.17%
  • THERMAX LTD2.15%
  • SBI LIFE INSURANCE COMPANY LTD2.14%
  • LUPIN LTD1.78%
  • HEALTHCARE GLOBAL ENTERPRISES LTD1.59%
  • A REPO0.20%

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

28.36%

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

EQUITY

Very High

24.83%

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

EQUITY

Very High

20.32%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

19.14%

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

EQUITY

Very High

18.69%

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

EQUITY

Very High

17.09%

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

EQUITY

Very High

15.77%

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

EQUITY

Very High

13.17%

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

EQUITY

Very High

12.45%

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

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

38.25%

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

EQUITY

Very High

36.08%

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

EQUITY

Very High

35.63%

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

EQUITY

Very High

34.02%

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

EQUITY

Very High

30.61%

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

EQUITY

Very High

28.58%

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

EQUITY

Very High

26.94%

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

EQUITY

Very High

24.79%

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

EQUITY

Very High

22.81%

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)

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

EQUITY

Very High

20.53%

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

EQUITY

Very High

20.10%

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

EQUITY

Very High

18.01%

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

EQUITY

Very High

17.55%

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

EQUITY

Very High

16.01%

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%

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

EQUITY

Very High

14.84%

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

EQUITY

Very High

11.42%

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

EQUITY

Very High

7.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

24.49%

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

EQUITY

Very High

20.91%

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

EQUITY

Very High

18.67%

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

EQUITY

Very High

18.35%

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

EQUITY

Very High

17.57%

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

EQUITY

Very High

16.13%

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%

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

EQUITY

Very High

14.73%

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

EQUITY

Very High

14.04%

Show all Funds

Fund Managers

MS

Ms. Meeta ShettyAssistant Fund Manager

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FAQ's

What is the risk level associated with the Tata Focused Equity Fund - Regular Plan - Growth?

The Tata Focused Equity Fund - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Tata Focused Equity Fund - Regular Plan - Growth as of Jul 24,2024?

The current NAV of the Tata Focused Equity Fund - Regular Plan - Growth as of Jul 24,2024 is INR 23.43.

What are the returns generated by the Tata Focused Equity Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Tata Focused Equity Fund - Regular Plan - Growth has delivered impressive returns of 36.67% in 1 year, 18.87% in 3 years, and $5yearret in 5 years.

What is the expense ratio associated with the Tata Focused Equity Fund - Regular Plan - Growth?

The Tata Focused Equity Fund - Regular Plan - Growth has a 2.05% expense ratio.

What is the minimum investment amount required for the Tata Focused Equity Fund - Regular Plan - Growth?

The minimum investment for the Tata Focused Equity Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Focused Equity Fund - Regular Plan - Growth?

Yes, the Tata Focused Equity Fund - Regular Plan - Growth offers a SIP option with a minimum investment of INR 5000 per month.

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