3 Year return

22.66%
Launched on November 2019 (5 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1640.36 Cr.

Expense Ratio

0.55% (inclusive of GST)

Exit Load

Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil

Ratings

0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Tata Mutual Fund Managers

R

RahulSingh

Fund Manager since Apr 2022

Fund House Details

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 173
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

15.08%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

15.08%
6.23%

About TATA Focused Equity Fund Direct Plan-Growth

The TATA Focused Equity Fund Direct Plan-Growth is an open-ended equity mutual fund provided by TATA Mutual Fund. Falling under the umbrella of the category of focused equity funds, this is a fund that aims at long-term capital appreciation. The fund concentrates on targeted equity investment in stocks of companies of all market capitalisations. Most of the fund’s investment is in large-cap stocks. These stocks are potentially superior in quality with the expectation of significant returns.

Investment Objective of the Scheme

The investment objective of the TATA Focused Equity Fund Direct Plan-Growth is to achieve capital appreciation by investing in a concentrated portfolio of a maximum of 30 stocks across the market cap that may yield growth over time.

Key Features of The Fund

5-year return NA
Expense Ratio 0.55%
Fund Manager RahulSingh
Fund Size ₹1640.36 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The TATA Focused Equity Fund Direct Plan-Growth plan may be considered if you wish to have a focused portfolio, and possess a high appetite for risk. You might also want to take into account the possibility that investing in this fund will require you to exercise patience and tide over potential downturns in wider markets.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of TATA Focused Equity Fund Direct Plan Growth?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Focused Equity Fund Direct Plan Growth Apr 12 2024 is 22.6262

What is the AUM of TATA Focused Equity Fund Direct Plan Growth?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Focused Equity Fund Direct Plan Growth is 1640.36 crore.

What is the expense ratio of TATA Focused Equity Fund Direct Plan Growth?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Focused Equity Fund Direct Plan Growth is 0.55%

What are the returns of TATA Focused Equity Fund Direct Plan Growth since inception?

The TATA Focused Equity Fund Direct Plan Growth was launched on Nov 15 2019. The fund has delivered a CAGR of 20.62 since inception.

What is the minimum SIP amount to invest in TATA Focused Equity Fund Direct Plan Growth?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Focused Equity Fund Direct Plan Growth is 100.

How do I invest in TATA Focused Equity Fund Direct Plan Growth?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Focused Equity Fund Direct Plan Growth?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Focused Equity Fund Direct Plan Growth?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Focused Equity Fund Direct Plan Growth?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.