TATA Focused Equity Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option

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Focused NAV 15.9635 0 01 June, 2023

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Dividend
Launch Date 05 December, 2019
Benchmark S&P BSE 200
Asset Size(Cr) 0.00 (As on )
Turn over 32.33%
Min Investment -
Min SIP Investment ₹ 500
Min Addl Investment ₹ 0
Exit Load
Expense Ratio 0% (As on )
Fund Manager Mr. Rupesh Patel

Investment Returns (As on 01 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.6% 1.58% 1.82%
1 M 3.62% 4.02% 3.75%
3 M 1.09% 1.44% 1.61%
6 M -1.68% 0.35% -1.58%
1 Y 5.24% 7.25% 5.22%
2 Y 12.26% 12.49% 10.85%
3 Y 24.03% 23.79% 22.59%
5 Y - 12.46% 10.34%

Risk Mesasures (As on 01 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
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Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
TATA Focused Equity Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option 5.24% 24.03% 0%

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