TATA FOCUSED EQUITY FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
17.59 %
Current NAV
21.32
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Min. SIP
5000
AUM
₹ 1640.4 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank8.3 %
Tech Mahindra8.1 %
Larsen & Toubro5.9 %
Reliance Industries5.8 %
Axis Bank4.7 %
State Bank of India4.7 %

Fund Manager

MS
Meeta Shetty
AK
Arvindkumar Kumaresan Chetty
KM
Kapil Malhotra

Fund Information

Launched
10 Dec 2019(4 years ago)
Expense ratio2.07%
Exit LoadFor units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.

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