Tata Focused Fund

AMC: TATA Moderate Risk Equity Focused

📊 Quick Summary Of This Page

Tata Focused Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.77%
Expense Ratio
Ms. Meeta Shetty
Fund Manager
Growth
Plan Type
15 Nov 2019
Launch Date
0.5%
Exit Load
NAV Momentum
Fund Analysis

Tata Focused Fund does not yet have a 5-year performance history.

The average return for Focused funds is 71.80% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 0.17% -0.49%
2 Year Return 24.77% 12.96%
3 Year Return 41.31% 36.20%
4 Year Return 127.75% 55.44%
5 Year Return N/A 71.80%
6 Year Return N/A 112.35%
7 Year Return N/A 136.56%
Expense Ratio 1.77% -
NAV History
Fund Information

AMC: TATA

Category: Equity • Focused

Launch Date: 15 Nov 2019

Fund Manager: Ms. Meeta Shetty

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Tata Focused Fund is managed by TATA and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Tata Focused Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Tata Focused Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Tata Focused Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Tata Focused Fund, based on the latest portfolio data.

Tata Focused Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Tata Focused Fund is , which represents the annual cost charged for managing the fund.

Tata Focused Fund manages assets worth approximately , representing the total investor capital under management.

Tata Focused Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Tata Focused Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Tata Focused Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Tata Focused Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Tata Focused Fund and making investment decisions.

Yes, Tata Focused Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Tata Focused Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Tata Focused Fund to estimate returns and wealth creation over different time periods.