Tata Focused Equity Fund-Regular Plan-Growth

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Focused NAV 13.9492 0.9 27 May, 2022
Tata Focused Equity Fund-Regular Plan-Growth was previously known as

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 December, 2019
Benchmark S&P BSE 200
Asset Size(Cr) 1213.58 (As on 31-03-2022)
Turn over 25.25%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.16% (As on 31-03-2022)
Fund Manager Venkat Samala,Meeta Shetty

Investment Returns (As on 27 May, 2022)

Duration Returns Benchmark Category
1 W 1.87% -0.63% -1.08%
1 M -6.9% 0.74% 0.16%
3 M -3.39% 0.75% -2.08%
6 M -6.43% -4.34% -6.82%
1 Y 7.29% 20.67% 17.62%
2 Y 38.28% 40.71% 35.32%
3 Y - 16.34% 14.86%
5 Y - 13.7% 12.04%

Risk Mesasures (As on 27 May, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.66%

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-Growth 7.29% 0% 0%

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