MS
Meeta ShettyFund Manager Since 11 Apr 2022
EquityFocused Fund
Tata Focused Fund Direct Growth
3Y Annualised
15.21%
-0.48% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.35%
-0.48% 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
4 years 11 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹1600.99 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 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
Quant Focused fund Growth Option Direct Plan
14.09%
2nd
Quant Focused fund Payout of Income Distribution cum capital withdrawal option Option Direct Plan
14.09%
3rd
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
14.09%
4th
Quant Focused fund Payout of Income Distribution cum capital withdrawal option
13.94%
5th
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal option
13.94%
85th
Tata Focused Fund Direct Growth
7.35%
Fund Managers
VS
Venkat SamalaFund Manager Since 26 Nov 2020
About Tata Focused Fund Direct Growth
Tata Focused Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 6 years, having been launched on 2019-12-06. Tata Focused Fund Direct Growth has ₹1600.99 Cr worth of assets under management (AUM) as of Wed Apr 29 2026. The latest Net Asset Value (NAV) of Tata Focused Fund Direct Growth as of Tue Apr 28 2026 is ₹25.1021. The fund has an expense ratio of 0.72%, which is medium comparable to most other Equity funds.
Tata Focused Fund Direct Growth returns for the last 1 year are 2.93%. Since launch, it has delivered 15.50% average annual returns.
The Tata Focused Fund Direct Growth has the majority of its money invested in Financial Services, Energy, Utilities, Industrials, Healthcare, Basic Materials, Technology sectors.
Top 5 Holdings of Tata Focused Fund Direct Growth.
- HDFC Bank Ltd: 7.36%
- ICICI Bank Ltd: 6.87%
- Axis Bank Ltd: 5.48%
- Reliance Industries Ltd: 5.42%
- NTPC Ltd: 5.03%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| 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 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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
