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Tata Focused Equity Fund - Regular Plan - Idcw Reinvestment

Equity | Focused

(NAV as of 12/04/2024)
20.97 (-0.94)

3Y Returns

19.95%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

2.16%

Fund Size

1254 Cr

Inception Date

05-Dec-19

Fund Manager

Meeta Shetty

Exit Load

Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365D, Nil after 365D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

82.96%

Mid Cap

15.68%

Small Cap

0.00%

Other Cap

1.36%

Sector Allocation

Banks

22.30%

Internet and Technology

12.26%

Pharmaceuticals

7.97%

Power

6.65%

Petroleum Products

6.25%

Top Ten Holdings

Tech Mahindra Ltd

8.37%

HDFC Bank Ltd

6.97%

Reliance Industries Ltd

6.25%

Larsen & Toubro Ltd

5.70%

Lupin Ltd

5.16%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing In Equity & Equity Related Instruments Of Maximum 30 Stocks Across Market Caps.However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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