MS
Meeta ShettyFund Manager Since 11 Apr 2022
EquityFocused Fund
Tata Focused Fund Regular Growth
3Y Annualised
13.77%
0.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.16%
0.29% 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
5 years 4 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹1866.26 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
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
50th
Tata Focused Fund Regular Growth
1.16%
Fund Managers
VS
Venkat SamalaFund Manager Since 26 Nov 2020
About Tata Focused Fund Regular Growth
Tata Focused Fund Regular 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 Regular Growth has ₹1866.26 Cr worth of assets under management (AUM) as of Mon Dec 08 2025. The latest Net Asset Value (NAV) of Tata Focused Fund Regular Growth as of Fri Dec 05 2025 is ₹23.9347. The fund has an expense ratio of 2.04%, which is medium comparable to most other Equity funds.
Tata Focused Fund Regular Growth returns for the last 1 year are -2.46%. Since launch, it has delivered 15.68% average annual returns.
The Tata Focused Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Energy, Industrials, Utilities, Healthcare sectors.
Top 5 Holdings of Tata Focused Fund Regular Growth.
- HDFC Bank Ltd: 9.38%
- Axis Bank Ltd: 7.59%
- Tech Mahindra Ltd: 7.44%
- ICICI Bank Ltd: 5.10%
- Reliance Industries Ltd: 4.43%
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 Regular 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
