Scheme Overview
Tata Focused Equity Fund-Regular Plan-Growth
| Category: Equity: Focused |
| Launch Date: 05-12-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.04% As on ( 31-05-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,796.01 Cr As on ( 30-05-2025) |
| Turn over: 61.19 |
23.3885
0.07 ( 0.316% )
16.53%
NIFTY 500 TRI12.6%
PERFORMANCE of Tata Focused Equity Fund-Regular Plan-Growth
Scheme Performance (%) Data as on - 27-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Focused Equity Fund-Regular Plan-Growth | 1.35 | 20.02 | 22.57 | - | 16.53 |
| NIFTY 500 TRI | 5.72 | 21.92 | 23.66 | 14.29 | 12.6 |
| Equity: Focused | 5.89 | 21.47 | 22.34 | 13.69 | 16.71 |
Yearly Performance (%)
Fund Managers
FM-1 Meeta Shetty, FM-2 Hasmukh Vishariya
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.
RETURNS CALCULATOR for Tata Focused Equity Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Tata Focused Equity Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Focused Equity Fund-Regular Plan-Growth | 12.55 | 0.76 | -0.83 | 0.94 | - | - |
| Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION of Tata Focused Equity Fund-Regular Plan-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Tata Focused Equity Fund-Regular Plan-Growth | 05-12-2019 | 1.35 | 19.77 | 20.02 | 22.57 | 0.0 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 11.68 | 28.87 | 27.17 | 26.5 | 15.03 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 11.38 | 23.02 | 23.0 | 0.0 | 0.0 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 10.99 | 23.38 | 22.38 | 20.94 | 12.27 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 10.75 | 27.16 | 27.59 | 29.34 | 14.83 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.38 | 35.63 | 28.36 | 0.0 | 0.0 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 9.5 | 20.58 | 19.69 | 20.75 | 14.86 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 9.04 | 15.09 | 14.34 | 19.77 | 0.0 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 8.87 | 0.0 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 8.57 | 22.49 | 20.77 | 21.52 | 12.95 |
