Name: Tata Focused Equity Fund Direct Growth
Brand: Tata Mutual Fund

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Tata Focused Equity Fund Direct Growth
Equity
Focused
Very High Risk
2.01%
1M return
+0.93% 1D
1M
6M
1Y
All
 NAV: 27 Oct 2021₹16.09
Min. SIP amount₹150
Rating3star
Fund size₹1,230.38 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Absolute returns
3M6M1YAll
Fund returns12.6%28.8%64.9%60.7%
Category averageNANA52.1%NA
Rank with in category313121NA
Understand termsinfo
Holdings (28)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.7%
State Bank of India
FinancialEquity9.2%
Reliance Industries Ltd.
EnergyEquity7.7%
Infosys Ltd.
TechnologyEquity7.6%
HDFC Bank Ltd.
FinancialEquity5.9%
Larsen & Toubro Ltd.
ConstructionEquity4.4%
Bharti Airtel Ltd.
CommunicationEquity4.4%
Housing Development Finance Corpn. Ltd.
FinancialEquity4.4%
HCL Technologies Ltd.
TechnologyEquity3.3%
Bharat Petroleum Corporation Ltd.
EnergyEquity3.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
0.45%
31 Aug 2021 - 30 Sep 2021
0.45%
31 Jul 2021 - 31 Aug 2021
0.46%
30 Jun 2021 - 31 Jul 2021
0.46%
31 May 2021 - 30 Jun 2021
0.46%
30 Apr 2021 - 31 May 2021
0.48%
31 Mar 2021 - 30 Apr 2021
0.34%
28 Feb 2021 - 31 Mar 2021
0.53%
31 Jan 2021 - 28 Feb 2021
0.56%
31 Dec 2020 - 31 Jan 2021
0.53%
30 Nov 2020 - 31 Dec 2020
0.50%
31 Oct 2020 - 30 Nov 2020
0.52%
30 Sep 2020 - 31 Oct 2020
0.48%
31 Aug 2020 - 30 Sep 2020
0.51%
31 Jul 2020 - 31 Aug 2020
0.52%
30 Jun 2020 - 31 Jul 2020
0.54%
31 May 2020 - 30 Jun 2020
0.56%
30 Apr 2020 - 31 May 2020
0.55%
31 Mar 2020 - 30 Apr 2020
0.61%
29 Feb 2020 - 31 Mar 2020
0.53%
31 Jan 2020 - 29 Feb 2020
0.51%
31 Dec 2019 - 31 Jan 2020
0.51%
Expense ratio, exit load and taxExpense ratio: 0.45%Inclusive of GST
Exit loadFor units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementRupesh Patel
Nov 2019 - Present
View details
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Education
Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
Experience
Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.
Also manages these schemes
Tata Ethical Fund Regular Growth
Tata India Tax Savings Fund IDCW
Tata Large Cap Fund Regular Growth
Tata Infrastructure Fund Regular Growth
Tata Ethical Fund Regular IDCW
Tata Infrastructure Fund Regular IDCW
Tata Large Cap Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Nippon India Tax Saver (ELSS) Fund Growth
Nippon India Tax Saver (ELSS) Fund IDCW
Tata Infrastructure Tax Saving Fund Growth
Tata Infrastructure Tax Saving Fund IDCW
Nippon India Tax Saver (ELSS) Fund Direct IDCW
Nippon India Tax Saver (ELSS) Fund Direct Growth
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Ethical Direct Plan IDCW
Tata Ethical Direct Plan Growth
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Infrastructure Direct Plan Growth
Tata Infrastructure Direct Plan IDCW
Tata India Tax Savings Fund Direct IDCW
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Growth
Nippon India Tax Saver (ELSS) Fund Direct IDCW Yearly
Nippon India Tax Saver (ELSS) Fund IDCW Yearly
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Ennette Fernandes
Mar 2021 - Present
View details
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Education
Ms. Fernandes is B.com & PGDBM
Experience
Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
Also manages these schemes
Tata Ethical Fund Regular Growth
Tata India Tax Savings Fund IDCW
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Ethical Fund Regular IDCW
Tata Large Cap Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Ethical Direct Plan IDCW
Tata Ethical Direct Plan Growth
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata India Tax Savings Fund Direct IDCW
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Growth
Tata India Consumer Fund Regular IDCW
Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct IDCW
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Rahul Singh
Mar 2021 - Present
View details
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Education
Mr. Singh is B.Tech & PGDBM
Experience
Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
Also manages these schemes
Tata Young Citizens Regular
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct IDCW
Tata India Pharma & HealthCare Fund Regular IDCW
Tata India Pharma & HealthCare Fund Direct Growth
Tata India Pharma & HealthCare Fund Regular Growth
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Regular IDCW
Tata Resources & Energy Fund Regular Growth
Tata Resources & Energy Fund Direct IDCW
Tata Balanced Advantage Fund Regular Growth
Tata Balanced Advantage Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Multi Asset Opportunities Fund Direct IDCW
Tata Multi Asset Opportunities Fund Regular Growth
Tata Multi Asset Opportunities Fund Direct Growth
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Venkat Samala
Nov 2020 - Present
View details
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Education
Mr. Samala is a MBA
Experience
Prior to joining Tata Asset Management Ltd as Research Analyst, tracking textiles, building materials, aviation, real estate and hospitality sectors, he has worked with Quality Engineering & Software Technologies Pvt Ltd an aerospace services firm as a senior design engineer.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
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 3
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 30 Jun 1995. 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 ₹61,612 Cr and the Latest NAV as of 27 Oct 2021 is ₹16.09.
The Tata Focused Equity Fund Direct Growth is rated Very 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....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market cap
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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	3M	6M	1Y	All
Fund returns	12.6%	28.8%	64.9%	60.7%
Category average	NA	NA	52.1%	NA
Rank with in category	31	31	21	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.7%
State Bank of India	Financial	Equity	9.2%
Reliance Industries Ltd.	Energy	Equity	7.7%
Infosys Ltd.	Technology	Equity	7.6%
HDFC Bank Ltd.	Financial	Equity	5.9%
Larsen & Toubro Ltd.	Construction	Equity	4.4%
Bharti Airtel Ltd.	Communication	Equity	4.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	4.4%
HCL Technologies Ltd.	Technology	Equity	3.3%
Bharat Petroleum Corporation Ltd.	Energy	Equity	3.2%

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

Rating	3
Fund size	₹1,230.38 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr