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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹1,798 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 ₹23.6280 NAV as of Feb 17,2026 and returns since inception of 53.22%. Minimum investments start at SIP ₹100. The Tata Focused Fund Growth AUM is ₹1,798 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

Tata Focused Fund Growth managed by Tata Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,798 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 NameRatingsAUMExpense Ratio
This FundSundaram Focused Fund Growth11055.78 CR2.26
This FundQuant Focused Fund Growth1847.71 CR2.29
This FundTata Focused Fund Growth21797.84 CR2.06
This FundHDFC Focused Fund - Growth526332.2 CR1.61
This FundICICI Prudential Focused Equity Fund Growth514935.49 CR1.69
Fund Name1Y3Y
This FundSundaram Focused Fund Growth7.413948.1835
This FundQuant Focused Fund Growth9.766251.8906
This FundTata Focused Fund Growth11.22753.2238
This FundHDFC Focused Fund - Growth17.072879.8333
This FundICICI Prudential Focused Equity Fund Growth21.465287.3506

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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Focused Fund Growth are updated daily based on NAV of ₹ 23.6280 as on Feb 17,2026. Since inception, the return has been 53.22%.

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 ₹1,798 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