3 Year return
19.22%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1912.03 Cr.
Expense Ratio
0.61% (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:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 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
|
---|---|---|
HDFC Focused 30 Fund |
27.52% |
3.5 |
ICICI Prudential Focused Equity Fund |
23.02% |
3.5 |
Quant Focused Fund |
22.11% |
3 |
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 Reinvestment of IDCW Reinvestment
The Tata Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is a mutual fund scheme managed by Tata Mutual Fund. It is a multi-cap fund, which means that it invests in a variety of market capitalisations, from large-cap to small-cap stocks. The fund is an open-ended fund, which means that it can issue and redeem units on a continuous basis. This makes it a flexible investment option for investors who want to buy or sell units whenever they want. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns.
Investment Objective of the Scheme
The investment objective of the Tata Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is to generate capital gains from long-term investments. The fund invests in a high blend of equity and equity-related securities, following a focused investment strategy that offers investors higher exposure to a particular sector of industry.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.61% |
Fund Manager | RahulSingh |
Fund Size | ₹1912.03 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If your goal is to build long-term wealth, the Tata Focused Equity Fund Direct Plan Fund could be a good option for you. It is suitable for investors with an aggressive profit outlook. Investors with advanced knowledge of the market and macroeconomic trends who are ready to take more selective bets in a particular sector or industry may find the Tata Focused Equity Fund Direct Plan a good option. Nevertheless, you should thoroughly evaluate your individual investment goals and risk appetite before investing.
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.
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FAQs
What is today's NAV of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?
What is the AUM of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?
What is the expense ratio of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?
What are the returns of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?
How do I invest in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Reinvestment?
- 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 Direct Plan Reinvestment of IDCW Reinvestment?
- 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.