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Business News/Market/Market Stats/    Tata Focused Equity Fund Regular Growth

Tata Focused Equity Fund Regular Growth

+
  • Equity
  • Focused Fund
  • Rating 3
  • Plan
20.97 -0.20 (-0.94%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1640.36
  • CAGR 40.69%
  • Exit Load1.00%
  • Expense ratio2.05%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date2019-12-06

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 13 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash / Net Current Asset
  • 95.03
  • 5.80%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.00
  • Std Deviation 12.91%
  • Tracking Error 0.00%

About Fund

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 1640.36 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 2.05%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Tech Mahindra, HDFC Bank, Reliance Industries & Cash / Net Current Asset.

 

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

 

Some of the similar funds are Bandhan Focused Equity Fund - Regular Plan - Growth, DSP Focus Fund Growth, Motilal Oswal Focused Regular Growth, Tata Focused Equity Fund Regular Growth, HSBC Focused Fund Regular Growth. Tata Focused Equity Fund Regular Growth has a sharpe ratio of 1.00 & a standard deviation of 12.91%.

FAQs about Tata Focused Equity Fund Regular Growth

According to the morning star rating Tata Focused Equity Fund Regular Growth has a Moderate risk & Exceptional return.
Tata Focused Equity Fund Regular Growth is managed by Meeta Shetty,Kapil Malhotra.
The expense ratio of Tata Focused Equity Fund Regular Growth is 2.05%.
The 5 year annualized return on Tata Focused Equity Fund Regular Growth is 0.00% & it has generated 40.69% in the last 1 year.
The minimum investment in Tata Focused Equity Fund Regular Growth is 5000 Rs.
Tata Focused Equity Fund Regular Growth has an AUM of 1640.36 crores.
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