MS
Meeta ShettyFund Manager Since 11 Apr 2022
EquityFocused Fund
Tata Focused Equity Fund Direct Growth
3Y Annualised
19.50%
1.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.22%
1.11% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 11 months
NIFTY 50
4 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹1762.66 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the 1% date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment. -1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotment-Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Focused Direct Growth
15.61%
2nd
Motilal Oswal Focused Direct Payout of Income Distribution cum capital withdrawal
15.61%
3rd
Motilal Oswal Focused Direct Reinvestment of Income Distribution cum capital withdrawal
15.61%
4th
Motilal Oswal Focused Regular Payout of Income Distribution cum capital withdrawal
15.50%
5th
Motilal Oswal Focused Regular Reinvestment of Income Distribution cum capital withdrawal
15.50%
150th
Tata Focused Equity Fund Direct Growth
4.22%
Fund Managers
VS
Venkat SamalaFund Manager Since 26 Nov 2020
About Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 5 years, having been launched on 2019-12-06. Tata Focused Equity Fund Direct Growth has ₹1762.66 Cr worth of assets under management (AUM) as of Mon Jun 09 2025. The latest Net Asset Value (NAV) of Tata Focused Equity Fund Direct Growth as of Fri Jun 06 2025 is ₹25.1071. The fund has an expense ratio of 0.66%, which is medium comparable to most other Equity funds.
Tata Focused Equity Fund Direct Growth returns for the last 1 year are 8.28%. Since launch, it has delivered 18.24% average annual returns.
The Tata Focused Equity Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Energy, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Tata Focused Equity Fund Direct Growth.
- HDFC Bank Ltd: 9.69%
- Tech Mahindra Ltd: 7.88%
- Axis Bank Ltd: 7.72%
- ICICI Bank Ltd: 5.73%
- Reliance Industries Ltd: 4.43%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2019-12-06 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Focused Equity Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of Tata Focused Equity Fund Direct Growth?
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How do I invest in Tata Focused Equity Fund Direct Growth?
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What are net assets under management (AUM) of Tata Focused Equity Fund Direct Growth?
What is the PE and PB ratio of Tata Focused Equity Fund Direct Growth?
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What are the top 3 sectors that Tata Focused Equity Fund Direct Growth has invested in?
Who is the manager of Tata Focused Equity Fund Direct Growth?
What is the exit load of Tata Focused Equity Fund Direct Growth?
How to Redeem Tata Focused Equity Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Tata Focused Equity Fund Direct Growth?
