Tata Focused Equity Fund - Growth - Direct Plan

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  • (-0.01%)Nav, as on 11-06-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Focused Equity Fund-Direct Plan-Growth 6.64 12.36 6.94 20.55 25.36 18.37
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Focused Equity Fund-Direct Plan-Growth Dec 05, 2019 6.94 20.55 25.36 0.63 1,795.93
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 6.37 21.55 26.33 0.95 12,146.55
ICICI Prudential Focused Equity Fund - Direct Plan - Growth Jan 09, 2013 15.03 27.29 28.59 0.58 11,666.69
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 8.73 19.36 26.95 1.15 8,552.88
Mirae Asset Focused Fund Direct Plan Growth May 14, 2019 Unrated 15.03 14.96 23.18 0.59 7,926.73
360 ONE Focused Equity Fund-Direct Plan-Growth Oct 30, 2014 5.21 22.18 26.01 0.81 7,400.21

Fund Holdings as on 31-May-2025

  • HDFC BANK LTD

  • TECH MAHINDRA LTD

  • AXIS BANK LTD

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • CASH / NET CURRENT ASSET

  • FIRSTSOURCE SOLUTIONS LTD

  • A) REPO

  • AMBER ENTERPRISES INDIA LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • ALKEM LABORATORIES LTD

  • ASHOK LEYLAND LTD

  • JUBILANT FOODWORKS LTD

  • CRAFTSMAN AUTOMATION LTD

  • SBI LIFE INSURANCE COMPANY LTD

  • NTPC LTD

  • HEALTHCARE GLOBAL ENTERPRISES LTD

  • ULTRATECH CEMENT LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • INFOSYS LTD

  • ADANI POWER LTD

  • METROPOLIS HEALTHCARE LTD

  • POWER FINANCE CORPORATION LTD

  • GODREJ PROPERTIES LTD

  • LUPIN LTD

  • PNC INFRATECH LTD

  • HINDUSTAN UNILEVER LTD

  • LARSEN & TOUBRO LTD

  • KAJARIA CERAMICS LTD

  • BAJAJ FINANCE LTD

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Refineries

  • BPO/ITeS

  • Engineering - Construction

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Insurance

  • Cement & Construction Materials

  • Finance Term Lending

  • Construction - Real Estate

  • Household & Personal Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - NBFC

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  • Cash

  • Equity

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About Tata Focused Equity Fund

Scheme Analysis

Tata Focused Equity Fund is a Equity - Focused Fund fund and belongs to Tata Mutual Fund. It was launched on 05-Dec-2019 and currently has an AUM of ₹1,795.93 crore. Tata Focused Equity Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Focused Equity Fund ended down ₹0(-0.01%)yesterday to ₹25.37.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Focused Equity Fund is managed by Meeta Shetty and Hasmukh Vishariya.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782