Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹1,808 Cr
Lock In Period
N/A
Expense Ratio
2.06
Benchmark
BSE 200 Total Return
Exit Load
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
Summary
Latest details for Tata Focused Fund Growth include a ₹20.5927 NAV as of Mar 30,2026 and returns since inception of 44.71%. Minimum investments start at SIP ₹100. The Tata Focused Fund Growth AUM is ₹1,808 Cr, with a lock-in of N/A years, expense ratio of 2.06%, and benchmark BSE 200 Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -9.24% returns, against a category average of -1.91% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.24 | -1.91 | 2.59 |
| 6M | -8.96 | 0.77 | 27.55 |
| 1Y | -2.86 | 4.46 | 34.53 |
| 3Y | 13.11 | 15.98 | 105.33 |
Portfolio Analysis
- Equity: 90.85%
- Debt: 9.15%
- Others
As on: 2026-02-28
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About Fund
Tata Focused Fund Growth managed by Tata Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,808 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.06. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This Fund360 One Focused Fund Growth | 3 | 6837.07 CR | 1.79 |
| This FundTata Focused Fund Growth | 2 | 1807.75 CR | 2.06 |
| This FundHDFC Focused Fund - Growth | 5 | 27136.2 CR | 1.6 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 15145.4 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This Fund360 One Focused Fund Growth | -3.7649 | 44.2089 |
| This FundTata Focused Fund Growth | -2.8636 | 44.7109 |
| This FundHDFC Focused Fund - Growth | -0.3228 | 65.7188 |
| This FundICICI Prudential Focused Equity Fund Growth | 1.3607 | 70.6935 |
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 2.06. 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 : -9.24%
- 6 Months : -8.96%
- 1 Year : -2.86%
- 3 Years : 13.11%
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 ₹1,808 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.
Min Inv Amount: ₹500