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Tata Focused Equity Fund Regular Growth

Equity
Focused
Very High Risk
2.36%
1M return
-0.59% 1D
1M
6M
1Y
All
NAV: 22 Oct 2021₹15.28
Min. SIP amountNA
Rating3star
Fund size₹1,230.38 Cr

Returns and rankings

Category: Equity Focused
Absolute returns
3M6M1YAll
Fund returns13.2%28.2%57.4%53.5%
Category averageNANA52.1%NA
Rank with in category363830NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
FinancialEquity9.7%
State Bank of India
FinancialEquity9.2%
EnergyEquity7.7%
TechnologyEquity7.6%
FinancialEquity5.9%
ConstructionEquity4.4%
CommunicationEquity4.4%
FinancialEquity4.4%
TechnologyEquity3.3%
EnergyEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.13%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Rupesh Patel
Nov 2019 - Present
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Ennette Fernandes
Mar 2021 - Present
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Venkat Samala
Nov 2020 - Present
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Fund house & investment objective

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Fund house contact details

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