Tata Focused Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.91 | 20.84 | N/A | N/A |
Average Rolling Returns(%) | 28.99 | 24.76 | N/A | N/A |
The Current NAV of Tata Focused Equity Fund - Growth - Direct Plan is ₹22.22.
It is better to invest in a fund with a longer track record as Tata Focused Equity Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark S&P BSE SENSEX - TRI , as Funds portfolio is somewhat different.
Tata Focused Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.55%
The process for redemption is
The AUM of Tata Focused Equity Fund - Growth - Direct Plan is currently ₹1,640 Crores.
The Top three stocks are Tech Mahindra, HDFC Bank and Larsen & Toubro and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 51% of fund’s portfolio respectively.
Top three sectors of Tata Focused Equity Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 62% 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 - Growth - Direct Plan Fund is Equity - Focused Fund.
Meeta Shetty manages the Tata Focused Equity Fund - Growth - Direct Plan Fund.
Tata Focused Equity Fund - Growth - Direct Plan current PE ratio is 38.10 and PB ratio is 4.88
The asset allocation of Tata Focused Equity Fund - Growth - Direct Plan is Stocks : 93.43%, Debt : 6.59% and Gold : 0%
The minimum SIP amount for Tata Focused Equity Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Focused Equity Fund - Growth - Direct Plan 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