Tata Focused Equity Fund Direct Growth-0.66%

0.00%
1 Year Return
Equity
Multi Cap
3.0star
6M
All

Fund Details

Tata Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹150
Expense Ratio0.51%
NAV9.35 (30 Sep 2020)
Fund Started05 Dec 2019
Fund Size1,328 Cr

Comparison

Data not available
Pros
1. Lower expense ratio - 0.56%
Cons
1. Age is less than 5 years
2. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity13.2%
HDFC Bank Ltd.FinancialEquity9.2%
Infosys Ltd.TechnologyEquity8.7%
ICICI Bank Ltd.FinancialEquity8.1%
Bharti Airtel Ltd.CommunicationEquity6.6%
State Bank of IndiaFinancialEquity6.1%
PI Industries Ltd.ChemicalsEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
Jubilant FoodWorks Ltd.ServicesEquity4.0%
Ultratech Cement Ltd.ConstructionEquity3.6%
See All

Fund Managers

addRupesh Patel
Education
Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
Experience
He served as the Tata Asset Management Limited's Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.
Funds Managed

Tata Focused Equity Fund Direct Growth Details

Tata Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 05 Dec 2019. Rupesh Patel is the Current Fund Manager of Tata Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,328 Cr and the Latest NAV as of 30 Sep 2020 is ₹9.35.

The Tata Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 150. Minimum Lumpsum Investment is 5000. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
Exit Load

Compare Funds

Tata Focused Equity Fund Direct Growth
VS
search

About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Similar Funds
Data not available