FAQ : Tata Focused Equity Fund - Regular Plan - Growth

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(%) 37.83 18.45 N/A N/A
Average Rolling Returns(%) 26.36 22.91 N/A N/A

The Current NAV of Tata Focused Equity Fund - Regular Plan - Growth is ₹20.51.

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 - TRI 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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Focused Equity Fund - Regular Plan - Growth is currently ₹1,638 Crores.

The Top three stocks are Tech Mahindra, HDFC Bank and Reliance Industries 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 - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 63% 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 36.65 and PB ratio is 4.76

The asset allocation of Tata Focused Equity Fund - Regular Plan - Growth is Stocks : 91.21%, Debt : 8.82% 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

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