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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 37.53 | 1.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.47 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Focused Equity Fund(IDCW-Payout) | 26.82% | 19.11% | 21.35% |
SBI Focused Equity Fund(IDCW-Payout) | 24.33% | 11.31% | 13.76% |
HDFC Focused 30 Fund(IDCW) | 21.55% | 16.14% | 5.22% |
Axis Focused Fund(IDCW) | 14.92% | -2.26% | 10.51% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
10.10 %
Holdings
8.47 %
Holdings
6.59 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
59
Total AUM
₹ 1,86,178.66 Cr.
Meeta Shetty
AUM: ₹25,831.82 Cr.
|
Exp: 12yrs
Kapil Malhotra
AUM: ₹26,225.09 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%