Tata Focused Equity Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.72
• Std Deviation 13.60%
• Tracking Error 0.00%

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.

The Tata Focused Equity Fund Regular Growth has an AUM of 1847.70 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in Tata Focused Equity Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Tech Mahindra, Zomato & Axis Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Computer Services & Software & Programming.

Some of the similar funds are Mahindra Manulife Focused Fund Regular Growth, Canara Robeco Focused Equity Fund Regular Growth, Tata Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth, Motilal Oswal Focused Regular Growth. Tata Focused Equity Fund Regular Growth has a sharpe ratio of 0.72 & a standard deviation of 13.60%.