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Tata Focused Equity Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.61 | 37.53 | 1.24 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Focused Equity Fund | 21.91% | 19.90% | 20.51% |
| SBI Focused Equity Fund | 20.76% | 12.13% | 16.13% |
| HDFC Focused 30 Fund | 27.82% | 27.59% | 16.24% |
| Axis Focused Fund | 19.30% | 7.34% | 14.79% |
Price Comparison
Compare Tata Focused Equity Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 3.02 %
Holdings
10.10 %
3.02 % - Tech Mahindra Ltd3M change : -1.64 %
Holdings
8.47 %
-1.64 % - Zomato Ltd3M change : 0.82 %
Holdings
6.59 %
0.82 %
AMC Profile
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
60
Total AUM
₹ 1,86,319.36 Cr.
Fund Manager Profile
Meeta Shetty
AUM: ₹25,820.21 Cr.
|
Exp: 12yrs
Kapil Malhotra
AUM: ₹26,271.58 Cr.
|
Exp: 14yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Tata Focused Equity Fund - Takes The Blur Out
1 year ago•Tata Mutual Fund
What is Tata Focused Equity Fund? | Hindi
5 years ago•Tata Mutual Fund
What is Tata Focused Equity Fund? | English
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Hindi)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Bengali)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Gujarati)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Kannada)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Malayalam)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out! (Marathi)
5 years ago•Tata Mutual Fund
Tata Focused Equity Fund - Takes The Blur Out
5 years ago•Tata Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%