₹22.3622
₹0.35 (+1.60%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.62%
1 Month-11.33%
3 Months-12.63%
6 Months-10.64%
1 Year-4.56%
3 Years (CAGR)+11.47%
5 Years (CAGR)+10.61%
10 Years (CAGR)—
Since Inception (Dec 2019)+12.13%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.23%
3 Year SIP+0.09%
5 Year SIP+6.13%
Since Inception (Dec 2019)+10.02%
Fund Details
Fund HouseTata Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,808 Cr
Expense Ratio2.06%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date06 Dec 2019
AMFI Code147760
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Focused Fund-Regular Plan-Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Tata Focused Fund-Regular Plan-Growth is a Focused Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹1,808 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.06%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations