TATA FOCUSED EQUITY FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
18.16 %
Current NAV
23.61
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 1815.9 Cr

Return Calculator

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

Investment distribution

Tech Mahindra9.3 %
HDFC Bank7.7 %
Zomato4.9 %
Reliance Industries4.8 %
Axis Bank4.7 %
KEC International4.2 %

Fund Manager

MS
Meeta Shetty
AK
Arvindkumar Kumaresan Chetty
KM
Kapil Malhotra

Fund Information

Launched
10 Dec 2019(4 years ago)
Expense ratio2.04%
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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