Tata Focused Equity Fund Direct IDCW

Equity
Focused
Very High Risk
Payout
20.66%
3Y annualised
-0.62% 1D
1M
6M
1Y
3Y
All
NAV: 18 Apr 2024₹22.08
Min. SIP amount₹100
Rating4
Fund size₹1,640.36Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA37.3%20.7%19.9%
Category averageNA36.6%18.5%NA
Rank with in categoryNA3317NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
TechnologyEquity8.07%
FinancialEquity7.30%
ConstructionEquity6.06%
HealthcareEquity5.44%
EnergyEquity5.04%
FinancialEquity4.34%
FinancialEquity3.85%
EnergyEquity3.72%
FinancialEquity3.72%
EnergyEquity3.22%
See All

Expense ratio, exit load and tax

Expense ratio: 0.63%

Inclusive of GST

Exit load

For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Meeta Shetty
Apr 2022 - Present
View details

Education
Ms. Shetty is Bachelor in Economics and CFA Charterholder
Experience
Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.
Also manages these schemes

Kapil Malhotra
Dec 2023 - Present
View details

Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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