Tata Focused Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Focused Equity Fund-Regular Plan-Growth 3.54 -10.64 2.29 12.06 25.97 15.38
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Focused Equity Fund-Regular Plan-Growth Dec 05, 2019 2.29 12.06 25.97 2.08 1,635.33
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 9.17 11.31 22.85 1.59 32,929.18
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 13.92 21.90 33.07 1.68 15,515.87
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 2.32 5.11 18.13 1.76 11,556.73
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 3.93 14.39 28.55 1.80 10,907.40
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 10.54 18.96 30.42 1.76 9,532.60

Fund Holdings as on 28-February-2025

  • HDFC BANK LTD

  • TECH MAHINDRA LTD

  • AXIS BANK LTD

  • ZOMATO LTD

  • ICICI BANK LTD

  • INDUSIND BANK LTD

  • FIRSTSOURCE SOLUTIONS LTD

  • RELIANCE INDUSTRIES LTD

  • CASH / NET CURRENT ASSET

  • AMBER ENTERPRISES INDIA LTD

  • ASHOK LEYLAND LTD

  • KEC INTERNATIONAL LTD

  • ALKEM LABORATORIES LTD

  • LARSEN & TOUBRO LTD

  • JUBILANT FOODWORKS LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • NTPC LTD

  • HEALTHCARE GLOBAL ENTERPRISES LTD

  • SBI LIFE INSURANCE COMPANY LTD

  • CRAFTSMAN AUTOMATION LTD

  • ULTRATECH CEMENT LTD

  • ADANI POWER LTD

  • LUPIN LTD

  • POWER FINANCE CORPORATION LTD

  • GODREJ PROPERTIES LTD

  • PNC INFRATECH LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • KAJARIA CERAMICS LTD

  • A) REPO

  • PVR INOX LTD

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  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Power Generation/Distribution

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Miscellaneous

  • BPO/ITeS

  • Refineries

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Hospital & Healthcare Services

  • Insurance

  • Cement & Construction Materials

  • Finance Term Lending

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

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Fund Manager

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  • Equity

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About Tata Focused Equity Fund

Scheme Analysis

Tata Focused Equity Fund is a Equity - Focused Fund fund and belongs to Tata Mutual Fund. It was launched on 05-Dec-2019 and currently has an AUM of ₹1,635.33 crore. Tata Focused Equity Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Focused Equity Fund ended down ₹-0.01(-0.02%)yesterday to ₹21.4374.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Focused Equity Fund is managed by Meeta Shetty and Hasmukh Vishariya.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782