Tata Asset Management Limited

TATA Focused Equity Fund-Regular Plan-Growth

EquityFocused
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return16.5%
  • 3 yr return24.9%
  • 5 yr return-
  • Expense Ratio2.1%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1262.3
  • NAVRupees16.2

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing In Equity & Equity Related Instruments Of Maximum 30 Stocks Across Market Caps.However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI BANK LTD 9.6
  • STATE BANK OF INDIA 9.1
  • HDFC BANK LTD 8.1
  • RELIANCE INDUSTRIES LTD 6.7
  • LARSEN & TOUBRO LTD 5.9
  • BHARTI AIRTEL LTD 4.6
  • REPO 4.3
  • INFOSYS LTD 4.3
  • AXIS BANK LTD 3.7
  • TECH MAHINDRA LTD 3
  • THERMAX LTD 2.8
  • Sectors %
  • Banks32.9
  • Internet and Technology7.4
  • Petroleum Products6.7
  • Construction5.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps4.9

Fund House