Tata Focused Fund

Tata Focused Fund

Equity: Focused | Growth

5Y CAGR

+9.77%

Fund Size

₹1,791.51 Cr

Min. Investment

₹100

Score

49%

QUICK FUND SUMMARY

Tata Focused Fund Growth is an equity mutual fund managing assets worth ₹1,791.51 Cr. The current NAV is ₹22.96 as of Aug 27. It has delivered a 5-year CAGR of 9.77%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Axis Bank Ltd., Reliance Industries Ltd. and NTPC Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Tata Focused Fund Details

Fund Size

₹1,791.51 Cr

Type

Equity: Focused

Minimum Investment

₹100

NAV (Aug 27)

₹22.96

Plan Type

Regular

Launch Date

05 Dec 2019

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.24%

Withdrawal Charge

For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Tata Focused Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Tata Focused Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Tata Focused Fund
Tata Focused Fund
-1.17%+10.06%+9.77%
HDFC Focused Fund
HDFC Focused Fund
+2.69%+16.23%+18.38%
ICICI Prudential Focused Fund
ICICI Prudential Focused Fund
+4.26%+17.75%+15.77%
Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
-5.68%+9.17%+10.91%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹588

Your Total Value could have reached:

₹4,188

Tata Focused Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Tata Focused Fund

Tata Focused Fund is a Growth Equity mutual fund managed by Tata Mutual Fund. It follows a High Value investment strategy. The fund is rated 49/100 on the CRISP scale.

The current NAV of Tata Focused Fund is ₹22.96 as of Aug 27.

You can invest in Tata Focused Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Tata Focused Fund is ₹100.

The expense ratio of Tata Focused Fund is 2.24%.

Tata Focused Fund has an exit load as follows: for units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Tata Focused Fund has a CRISP Score of 49/100, indicating Medium consistency, relative risk within the acceptable range, investment style High on Value factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Tata Focused Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.