Tata Focused Equity Fund-Regular Plan-Growth
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 (30-04-2025) |
| 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. |
21.7114
-0.23 (-1.0446%)
15.38%
Benchmark: 12.38%
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 | 14.47 |
| Sharpe Ratio | 0.6 |
| Alpha | -0.35 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Focused Equity Fund-Regular Plan-Growth | 05-12-2019 | 5.39 | 17.99 | 15.66 | 23.06 | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.47 | 26.16 | 24.57 | 31.1 | 14.37 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.3 | 26.99 | 23.11 | 27.91 | 14.23 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 13.12 | 23.96 | 18.81 | 22.07 | 11.91 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 13.0 | 21.58 | 18.12 | 21.14 | 11.55 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 12.44 | 20.31 | 18.76 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 12.07 | 13.1 | 10.59 | 21.38 | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 11.97 | 20.59 | 16.75 | 22.12 | 12.42 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 11.56 | - | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 11.21 | 21.0 | - | - | - |
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%
