Tata Focused Equity Fund Direct Growth

Equity
Focused
Very High Risk
33.20%
3Y annualised
-0.80% 1D
1M
6M
1Y
3Y
All
NAV: 24 Mar 2023₹15.48
Min. SIP amount₹150
Rating3
Fund size₹1,212.35Cr

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 returnsNA-0.4%33.2%14.1%
Category averageNA-1.6%28.5%NA
Rank with in categoryNA2914NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.4%
State Bank of IndiaFinancialEquity8.6%
HDFC Bank Ltd.FinancialEquity8.0%
Reliance Industries Ltd.EnergyEquity6.8%
Larsen & Toubro Ltd.ConstructionEquity5.6%
Infosys Ltd.TechnologyEquity5.4%
Bharti Airtel Ltd.CommunicationEquity4.5%
Axis Bank Ltd.FinancialEquity3.9%
Bharat Forge Ltd.AutomobileEquity3.5%
Thermax Ltd.Capital GoodsEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.46%

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₹150

Fund management

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
Website
NA
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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