Tata Focused Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.98 | 20.23 | N/A | N/A |
Average Rolling Returns(%) | 27.06 | 22.45 | N/A | N/A |
The Current NAV of Tata Focused Equity Fund - Regular Plan - Growth is ₹21.32.
It is better to invest in a fund with a longer track record as Tata Focused Equity Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata Focused Equity Fund - Regular Plan - Growth fund’s expense ratio is 2.05%
The process for redemption is
The AUM of Tata Focused Equity Fund - Regular Plan - Growth is currently ₹1,693 Crores.
The Top three stocks are Tech Mahindra, HDFC Bank and Lupin and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 52% of fund’s portfolio respectively.
Top three sectors of Tata Focused Equity Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 64% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Focused Equity Fund - Regular Plan - Growth Fund is Equity - Focused Fund.
Meeta Shetty manages the Tata Focused Equity Fund - Regular Plan - Growth Fund.
Tata Focused Equity Fund - Regular Plan - Growth current PE ratio is 34.99 and PB ratio is 4.71
The asset allocation of Tata Focused Equity Fund - Regular Plan - Growth is Stocks : 96.53%, Debt : 3.47% and Gold : 0%
The minimum SIP amount for Tata Focused Equity Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Focused Equity Fund - Regular Plan - Growth is Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365 days, Nil after 365 days