Tata Focused Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Focused Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹1,792 Cr

Lock In Period

N/A

Expense Ratio

2.23

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Benchmark

BSE 200 Total Return

Tata Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.270.697.28
6M-1.122.9427.55
1Y0.045.8834.53
3Y10.4314.21105.33

Portfolio Analysis

  • Equity: 93.61%
  • Debt: 6.39%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI BANK LTD7.47%
2. HDFC BANK LTD7.09%
3. AXIS BANK LTD5.73%

1. ULTRATECH CEMENT LTD3.80%
2. AMBUJA CEMENTS LTD3.26%

1. SBI LIFE INSURANCE COMPANY LTD4.08%
2. HDFC LIFE INSURANCE CO. LTD2.63%

1. BHARTI AIRTEL LTD4.50%
2. TATA COMMUNICATIONS LTD1.95%

1. HEALTHCARE GLOBAL ENTERPRISES LTD3.78%
2. METROPOLIS HEALTHCARE LTD2.23%

1. LARSEN & TOUBRO LTD3.06%
2. PNC INFRATECH LTD2.16%

1. RELIANCE INDUSTRIES LTD4.91%

1. NTPC LTD4.33%

1. INFOSYS LTD4.15%

1. MAHINDRA & MAHINDRA LTD4.10%

1. HAVELLS INDIA LTD3.40%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD3.28%

1. GODREJ PROPERTIES LTD3.15%

1. HINDUSTAN UEVER LTD2.99%

1. JINDAL STEEL LTD2.49%

1. SBI FUNDS MANAGEMENT LTD2.06%

1. PAGE INDUSTRIES LTD1.80%

1. SUN PHARMACEUTICAL INDUSTRIES LTD1.78%

1. GRAPHITE INDIA LTD1.73%

1. SWIGGY LTD1.70%
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About Fund Tata Focused Fund Growth

Tata Focused Fund Growth managed by Tata Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,792 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.23. Under the expert guidance of Meeta Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Meeta Shetty

Ms. Meeta Shetty is Bachelor in Economics and CFA Charterholder. Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Baroda BNP Paribas Focused Fund Growth1650 CR3.1
Franklin India Focused Equity Fund Growth311,510 CR1.87
Tata Focused Fund Growth21,791 CR2.23
ITI Focused Fund Growth0612 CR2.59
Invesco India Focused Fund Growth46,065 CR1.97
Fund Name1Y3Y
This FundBaroda BNP Paribas Focused Fund Growth0.350430.6304
This FundFranklin India Focused Equity Fund Growth-4.181732.1558
This FundTata Focused Fund Growth0.044534.6845
This FundITI Focused Fund Growth11.557468.07
This FundInvesco India Focused Fund Growth4.436681.1851

Tata Focused Fund Growth FAQs

Tata Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Focused Fund Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 0.27%
  • 6 Months : -1.12%
  • 1 Year : 0.04%
  • 3 Years : 10.43%
Returns of Tata Focused Fund Growth are updated daily based on NAV of ₹ 23.1704 as on Aug 17,2026. Since inception, the return has been 34.68%.

You can invest in Tata Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Focused Fund Growth is ₹1,792 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.