How to Invest in Tata Focused Equity Fund Regular IDCW?

You can easily invest in Tata Focused Equity Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Focused Equity Fund Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Focused Equity Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Focused Equity Fund Regular IDCW provide?

The Tata Focused Equity Fund Regular IDCW has been there from 05 Dec 2019 and the average annual returns provided by this fund is -1.90% since its inception.

How much expense ratio is charged by Tata Focused Equity Fund Regular IDCW?

The term Expense Ratio used for Tata Focused Equity Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Focused Equity Fund Regular IDCW is 2.04% as of 29 Mar 2023...

What is the AUM of Tata Focused Equity Fund Regular IDCW?

The AUM, short for Assets Under Management of Tata Focused Equity Fund Regular IDCW is ₹1,212.35Cr as of 29 Mar 2023.

How to Redeem Tata Focused Equity Fund Regular IDCW?

If you want to sell your Tata Focused Equity Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Focused Equity Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Tata Focused Equity Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Focused Equity Fund Regular IDCW?

The NAV of Tata Focused Equity Fund Regular IDCW is ₹14.53 as of 28 Mar 2023.

What is the PE and PB ratio of Tata Focused Equity Fund Regular IDCW?

The PE ratio ratio of Tata Focused Equity Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Focused Equity Fund Regular IDCW - NAV, Mutual Fund Performance & Portfolio

Tata Focused Equity Fund Regular IDCW
Equity
Focused
Very High Risk
Payout
26.71%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
All
 NAV: 28 Mar 2023₹14.53
Min. SIP amountNot Supported
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 ₹ (%)
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
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.9%26.7%12.0%
Category averageNA-1.5%24.7%NA
Rank with in categoryNA3615NA
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
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
28 Feb 2023 - Present
2.04%
31 Jan 2023 - 28 Feb 2023
1.99%
31 Dec 2022 - 31 Jan 2023
2.16%
31 Dec 2022 - 31 Dec 2022
2.16%
30 Nov 2022 - 31 Dec 2022
2.15%
30 Nov 2022 - 30 Nov 2022
2.15%
30 Nov 2022 - 30 Nov 2022
2.15%
31 Oct 2022 - 30 Nov 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
31 Oct 2022 - 31 Oct 2022
2.16%
30 Sep 2022 - 31 Oct 2022
2.17%
30 Sep 2022 - 30 Sep 2022
2.17%
30 Sep 2022 - 30 Sep 2022
2.17%
31 Aug 2022 - 30 Sep 2022
2.16%
31 Aug 2022 - 31 Aug 2022
2.16%
31 Jul 2022 - 31 Aug 2022
2.20%
31 Jul 2022 - 31 Jul 2022
2.20%
30 Jun 2022 - 31 Jul 2022
2.23%
30 Jun 2022 - 30 Jun 2022
2.23%
31 May 2022 - 30 Jun 2022
2.09%
31 May 2022 - 31 May 2022
2.09%
30 Apr 2022 - 31 May 2022
2.19%
30 Apr 2022 - 30 Apr 2022
2.19%
31 Mar 2022 - 30 Apr 2022
2.16%
31 Mar 2022 - 31 Mar 2022
2.16%
28 Feb 2022 - 31 Mar 2022
2.18%
28 Feb 2022 - 28 Feb 2022
2.18%
31 Jan 2022 - 28 Feb 2022
2.17%
31 Dec 2021 - 31 Jan 2022
2.17%
30 Nov 2021 - 31 Dec 2021
2.21%
31 Oct 2021 - 30 Nov 2021
2.15%
30 Sep 2021 - 31 Oct 2021
2.15%
31 Aug 2021 - 30 Sep 2021
2.13%
31 Jul 2021 - 31 Aug 2021
2.16%
30 Jun 2021 - 31 Jul 2021
2.16%
31 May 2021 - 30 Jun 2021
2.16%
30 Apr 2021 - 31 May 2021
2.18%
31 Mar 2021 - 30 Apr 2021
2.13%
28 Feb 2021 - 31 Mar 2021
2.15%
31 Jan 2021 - 28 Feb 2021
2.17%
31 Dec 2020 - 31 Jan 2021
2.14%
30 Nov 2020 - 31 Dec 2020
2.12%
31 Oct 2020 - 30 Nov 2020
2.14%
30 Sep 2020 - 31 Oct 2020
2.15%
31 Aug 2020 - 30 Sep 2020
2.13%
31 Jul 2020 - 31 Aug 2020
2.14%
30 Jun 2020 - 31 Jul 2020
2.23%
31 May 2020 - 30 Jun 2020
2.18%
30 Apr 2020 - 31 May 2020
2.17%
31 Mar 2020 - 30 Apr 2020
2.78%
29 Feb 2020 - 31 Mar 2020
2.13%
31 Jan 2020 - 29 Feb 2020
2.14%
31 Dec 2019 - 31 Jan 2020
2.36%
Expense ratio, exit load and taxExpense ratio: 2.04%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 terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementMeeta 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
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund 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 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 Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Nifty India Digital ETF Growth
Tata Nifty India Digital ETF FoF Direct IDCW
Tata Nifty India Digital ETF FoF Regular IDCW
Tata Nifty India Digital ETF FoF Direct Growth
Tata Nifty India Digital ETF FoF Regular Growth
Venkat Samala
Nov 2020 - Present
View details
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
Tata Dividend Yield Fund Regular IDCW
Tata Dividend Yield Fund Direct IDCW
Tata Business Cycle Fund Direct IDCW
Tata Business Cycle Fund Regular Growth
Tata Business Cycle Fund Regular IDCW
Tata Business Cycle Fund Direct Growth
Tata Housing Opportunities Fund Direct Growth
Tata Housing Opportunities Fund Direct IDCW
Tata Housing Opportunities Fund Regular IDCW
Tata Housing Opportunities Fund Regular Growth
Arvindkumar Kumaresan Chetty
Dec 2022 - Present
View details
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
Tata Business Cycle Fund Regular Growth
Tata Business Cycle Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹86,582.73Cr
Date of Incorporation30 Jun 1995
 Tata Focused Equity Fund Regular IDCW 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 Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹86,583 Cr and the Latest NAV as of 28 Mar 2023 is ₹14.53.
The Tata Focused Equity Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to ₹150. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
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
Compare funds
Tata Focused Equity Fund Regular IDCW
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	-1.9%	26.7%	12.0%
Category average	NA	-1.5%	24.7%	NA
Rank with in category	NA	36	15	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.4%
State Bank of India	Financial	Equity	8.6%
HDFC Bank Ltd.	Financial	Equity	8.0%
Reliance Industries Ltd.	Energy	Equity	6.8%
Larsen & Toubro Ltd.	Construction	Equity	5.6%
Infosys Ltd.	Technology	Equity	5.4%
Bharti Airtel Ltd.	Communication	Equity	4.5%
Axis Bank Ltd.	Financial	Equity	3.9%
Bharat Forge Ltd.	Automobile	Equity	3.5%
Thermax Ltd.	Capital Goods	Equity	2.8%

Rank (total assets)	#14 in India
Total AUM	₹86,582.73Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY 500 Total Return Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹1,212.35Cr

Tata Focused Equity Fund Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (31)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.04%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Meeta ShettyApr 2022 - PresentView details

Venkat SamalaNov 2020 - PresentView details

Arvindkumar Kumaresan ChettyDec 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Meeta Shetty
Apr 2022 - Present
View details

Venkat Samala
Nov 2020 - Present
View details

Arvindkumar Kumaresan Chetty
Dec 2022 - Present
View details