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Tata Focused Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Tata Focused Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹1,745 Cr

Lock In Period

N/A

Expense Ratio

2.27

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

Summary

Tata Focused Fund Growth NAV is ₹23.0571 as of 29 May, 2026. Tata Focused Fund Growth has delivered 45.05% returns since its launch. The minimum SIP investment amount in Tata Focused Fund Growth is ₹100. The AUM of Tata Focused Fund Growth is ₹1,745 Cr. The expense ratio of the fund is 2.27%, and its benchmark is BSE 200 Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Focused Fund Growth has delivered 1.53% returns.

Tata Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.530.547.98
6M-3.861.8327.55
1Y1.095.3134.53
3Y13.2016.99105.33

Portfolio Analysis

  • Equity: 94.01%
  • Debt: 5.99%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC BANK LTD7.13%
2. ICICI BANK LTD6.75%
3. AXIS BANK LTD5.49%

1. METROPOLIS HEALTHCARE LTD4.00%
2. HEALTHCARE GLOBAL ENTERPRISES LTD3.31%

1. ULTRATECH CEMENT LTD3.80%
2. AMBUJA CEMENTS LTD3.44%

1. BHARTI AIRTEL LTD3.63%
2. TATA COMMUNICATIONS LTD3.18%

1. SBI LIFE INSURANCE COMPANY LTD3.50%
2. HDFC LIFE INSURANCE CO. LTD2.89%

1. LARSEN & TOUBRO LTD4.38%
2. PNC INFRATECH LTD1.92%

1. RELIANCE INDUSTRIES LTD5.29%

1. NTPC LTD4.97%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.98%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD3.77%

1. MAHINDRA & MAHINDRA LTD3.66%

1. PAGE INDUSTRIES LTD3.62%

1. INFOSYS LTD3.33%

1. JINDAL STEEL LTD2.84%

1. GODREJ PROPERTIES LTD2.82%

1. HAVELLS INDIA LTD2.73%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.34%

1. HINDUSTAN UNILEVER LTD1.24%

About Fund Tata Focused Fund Growth

Tata Focused Fund Growth managed by Tata Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,745 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.27. 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
L&T Focused Equity Fund Growth2946.04 CR2.32
Tata Focused Fund Growth21745.41 CR2.27
SBI Focused Fund Growth546041.95 CR1.51
ICICI Prudential Focused Equity Fund Growth516008.95 CR2.39
Fund Name1Y3Y
This FundL&T Focused Equity Fund Growth-1.568639.5622
This FundTata Focused Fund Growth1.09345.0533
This FundSBI Focused Fund Growth13.918764.2545
This FundICICI Prudential Focused Equity Fund Growth1.91368.8601

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 2.27. 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 : 1.53%
  • 6 Months : -3.86%
  • 1 Year : 1.09%
  • 3 Years : 13.20%
Returns of Tata Focused Fund Growth are updated daily based on NAV of ₹ 23.0571 as on May 27,2026. Since inception, the return has been 45.05%.

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 ₹1,745 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.