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EQUITY•FOCUSED FUND

TATA Focused Fund

3 Year return

15.56%
NAV on December 12, 2025
26.2815
1D Returns
+0.14%
Launched on November 2019(6 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
28.06%₹1,010
Total Value ₹4,610

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,881.41 Cr.
Expense Ratio
0.63% (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

ARQ Rating
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 Jul 2025

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Focused Fund21.641%
3.5
ICICI Prudential Focused Equity Fund23.4512%
3.5
Mahindra Manulife Focused Fund19.6393%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

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
18.6932%
Expense Ratio
0.63%
Fund Manager
Anand Sharma
Fund Size
₹1881.41 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

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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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

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 December 12, 2025, is ₹26.2815
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 ₹1881.41 crore.
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 0.63%
The TATA Focused Fund was launched on November 15, 2019. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,610 in 3Y at 15.5638% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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