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Tata Focused Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 8.35 | 13.37 | 17.1 | N/A |
Average Rolling Returns(%) | 28.64 | 20.98 | N/A | N/A |
The Current NAV of Tata Focused Equity Fund - Growth - Direct Plan is ₹23.99.
You can consider SIP in Tata Focused Equity Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata Focused Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.64%
The process for redemption is
The AUM of Tata Focused Equity Fund - Growth - Direct Plan is currently ₹1,739 Crores.
The Top three stocks are HDFC Bank, Tech Mahindra and Axis Bank and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 53% of fund’s portfolio respectively.
Top three sectors of Tata Focused Equity Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 62% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Focused Equity Fund - Growth - Direct Plan Fund is Equity - Focused Fund.
Meeta Shetty and Kapil Malhotra manage the Tata Focused Equity Fund - Growth - Direct Plan Fund.
Tata Focused Equity Fund - Growth - Direct Plan current PE ratio is 35.90 and PB ratio is 4.85
The asset allocation of Tata Focused Equity Fund - Growth - Direct Plan is Stocks : 95.21%, Debt : 4.77% and Gold : 0%
The minimum SIP amount for Tata Focused Equity Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Focused Equity Fund - Growth - Direct Plan is Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365 days, Nil after 365 days