TATA Focused Equity Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Fund House: Tata Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-12-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.07% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,709.45 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 61.19% | Exit Load: For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days. |
22.2494
-0.02 (-0.076%)
15.98%
Benchmark: 12.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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 | 12.55 |
| Sharpe Ratio | 0.93 |
| Alpha | 0.11 |
| Beta | 0.95 |
| 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
19.97%
Others
7.31%
Large Cap
59.94%
Mid Cap
12.78%
