TATA Focused Equity Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option
Fund House: Tata Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-12-2019 |
| Asset Class: Equity |
| Benchmark: S&P BSE 200 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: |
| Minimum Topup: |
| Total Assets: - |
| Turn over: - |
21.2109
0.2 (0.9556%)
18.45%
Benchmark: 13.81%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.31%
Others
3.78%
Large Cap
60.62%
Mid Cap
19.29%
Scheme Documents
