3 Year return
22.11%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
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
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
Tata Mutual Fund Managers
R
RahulSingh
Fund Manager since Apr 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
ICICI Prudential Focused Equity Fund Direct Plan IDCW Payout |
25.58% |
3.5 |
|
Quant Focused Fund IDCW Direct Plan Payout |
24.17% |
3 |
|
360 One Focused Equity Fund Direct Plan Dividend Payout |
23.22% |
2.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
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 |
| 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?
What is the AUM of TATA Focused Equity Fund?
What is the expense ratio of TATA Focused Equity Fund?
What are the returns of TATA Focused Equity Fund since inception?
What is the minimum SIP amount to invest in TATA Focused Equity Fund?
How do I invest in TATA Focused Equity 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 Equity 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 Equity 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 Equity 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.
