TATA FOCUSED EQUITY FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
14.58 %
Current NAV
24.57
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Min. SIP
5000
AUM
₹ 1847.7 Cr

Return Calculator

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

Investment distribution

HDFC Bank9.9 %
Tech Mahindra8.1 %
Zomato5.8 %
Axis Bank5.6 %
ICICI Bank5.0 %
KEC International4.3 %

Fund Manager

MS
Meeta Shetty
AK
Arvindkumar Kumaresan Chetty
KM
Kapil Malhotra

Fund Information

Launched
10 Dec 2019(5 years ago)
Expense ratio2.04000000%
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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