EQUITY•FOCUSED FUND
TATA Focused Fund
3 Year return
12.24%
NAV on August 10, 2026
26.0964
1D Returns
-0.02%
Launched on November 2019(7 years)
Investment Details
₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
21.33%₹768
Total Value ₹4,368
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,760.25 Cr.
Expense Ratio
0.87% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Tata Mutual Fund Manager
AS
Anand Sharma
Fund Manager since Oct 2025
HV
Hasmukh Vishariya
Fund Manager since Mar 2025
KM
Kapil Malhotra
Fund Manager since Dec 2023
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Focused Fund | 17.6355% | 3.5 |
| ICICI Prudential Focused Equity Fund | 18.7671% | 3.5 |
| Invesco India Focused Fund | 23.3366% | 0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.1395%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.1395%
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
12.1096%
Expense Ratio
0.87%
Fund Manager
Anand Sharma
Fund Size
₹1760.25 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 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| 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.
Ready to Invest? Start Your SIP Now!
Craft your ideal SIP plan effortlessly with our intuitive SIP return calculator, streamlining the process of initiating your SIP account. Enjoy a seamless account opening experience and embark on your investment journey with ease and assurance. With our support, you can navigate the complexities of investing with confidence, knowing that your financial goals are within reach.
FAQs
What is today's NAV of TATA Focused Fund?
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 Fund on August 10, 2026, is ₹26.0964
What is the AUM of TATA Focused Fund?
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 Fund, is ₹1760.25 crore.
What is the expense ratio of TATA Focused Fund?
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 Fund is 0.87%
What are the returns of TATA Focused Fund since inception?
The TATA Focused Fund was launched on November 15, 2019. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Focused Fund?
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 Fund is ₹100.
How do I invest in TATA Focused Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Focused Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Focused Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Focused Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,368 in 3Y at 12.2415% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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