Tata Focused Equity Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
TATA Focused Equity Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option 30/Nov/2022 16.1939
0.1575
0.9821%
TATA Focused Equity Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option 30/Nov/2022 16.1939
0.1575
0.9821%
Tata Focused Equity Fund-Regular Plan-Growth 30/Nov/2022 16.1939
0.1575
0.9821%
Tata Focused Equity Fund-Direct Plan-Growth 30/Nov/2022 17.1047
0.1672
0.9872%
TATA Focused Equity Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option 30/Nov/2022 17.1047
0.1672
0.9872%
TATA Focused Equity Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option 30/Nov/2022 17.1047
0.1672
0.9872%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Tata Focused Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.30
2.10
Yes
Yes
No
4/25 -0.10 / 4.25
1M Rolling Return %
-0.25
-0.18
No
No
No
13/24 -1.46 / 1.45
3M Return %
6.56
3.87
Yes
Yes
No
3/25 -2.74 / 8.28
3M Rolling Return %
-0.15
-0.88
Yes
No
No
8/23 -5.08 / 3.42
6M Return %
14.00
12.65
Yes
No
No
7/24 4.73 / 18.62
6M Rolling Return %
0.20
0.52
No
No
No
11/22 -5.03 / 7.87
1Y Return %
10.07
6.83
Yes
No
No
8/22 -10.48 / 25.45
1Y Rolling Return %
24.34
23.44
Yes
No
No
9/18 13.42 / 31.29
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Tata Focused Equity Fund Performance Analysis

Tata Focused Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Tata Focused Equity Fund

Top Performing Funds in Focussed Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Focused Equity Fund

1 The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Focused Equity Fund performance snapshot section. 10.49% 22.16% -26.25% -17.91% 0.56 0.29 0.47

Quant Focused Fund

2 The Quant Focused Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Quant Focused Fund performance snapshot section. 12.34% 22.09% -28.99% -19.44% 0.57 0.29 0.47

Sbi Focused Equity Fund

4 The Sbi Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Focused Equity Fund performance snapshot section. -7.29% 15.54% -24.16% -15.16% 0.54 0.25 0.48

Union Focused Fund

3 The Union Focused Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has nine KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Union Focused Fund performance snapshot section. 5.80% 18.99% -24.89% -13.70% 0.73 0.33 0.52

Tata Focused Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.45
2.21
Yes
Yes
No
4/25 -0.02 / 4.42
1M Rolling Return %
-0.09
-0.08
No
No
No
12/24 -1.37 / 1.57
3M Return %
7.03
4.22
Yes
Yes
No
3/25 -2.46 / 8.64
3M Rolling Return %
0.28
-0.55
Yes
No
No
7/23 -4.81 / 3.77
6M Return %
15.01
13.40
Yes
No
No
7/24 5.32 / 19.40
6M Rolling Return %
1.06
1.18
No
No
No
11/22 -4.50 / 8.63
1Y Return %
11.99
8.25
Yes
Yes
No
6/22 -9.49 / 27.21
1Y Rolling Return %
26.77
24.91
Yes
No
No
8/18 14.70 / 33.33
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 30, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Tata Focused Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.30% 3.45%
1M Rolling Return % -0.25% -0.09%
3M Return % 6.56% 7.03%
3M Rolling Return % -0.15% 0.28%
6M Return % 14.00% 15.01%
6M Rolling Return % 0.20% 1.06%
1Y Return % 10.07% 11.99%
1Y Rolling Return % 24.34% 26.77%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Tata Focused Equity Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.33% 18.28% 11.40% 0.00%
One Year -56.70% 110.42% 14.01% 19.09%
Three Year -7.76% 48.23% 12.01% 5.92%
Five Year -1.41% 26.72% 12.35% 0.82%
Seven Year 4.64% 21.71% 11.65% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Union Focused Fund

1.08
1
2.90
2
2.96
5
4.39
13
13.32
10
5.80
15
18.99
7

Motilal Oswal Focused 25 Fund (Mof25)

1.05
2
2.04
14
1.56
18
2.37
19
12.28
14
6.39
12
13.43
12
10.64
8

Tata Focused Equity Fund

0.98
3
2.32
8
3.30
4
6.56
3
14.00
7
10.07
8

Jm Focused Fund

0.92
4
2.39
6
2.26
12
5.80
6
14.40
6
10.41
7
10.26
16
7.60
13

Idbi Focused 30 Equity Fund

0.88
5
2.49
4
2.75
7
4.35
14
11.91
16
6.21
13
16.74
9
9.95
11

Aditya Birla Sun Life Focused Equity Fund

0.87
6
2.89
3
3.48
3
4.53
11
11.56
17
6.94
11
15.71
10
11.01
7

Iifl Focused Equity Fund

0.82
7
1.74
22
2.66
9
5.83
5
15.71
3
5.67
16
21.12
4
15.81
1

Mahindra Manulife Focused Equity Yojana

0.81
8
2.38
7
4.25
1
7.40
2
15.46
4
14.82
2

Nippon India Focused Equity Fund

0.75
9
2.98
1
2.77
6
4.45
12
13.77
9
13.42
3
22.05
3
11.46
6

Hdfc Focused 30 Fund

0.74
10
2.10
13
3.78
2
8.28
1
18.62
1
25.45
1
21.04
5
10.27
9

Axis Focused 25 Fund

0.73
11
2.01
15
0.71
23
-2.74
25
4.73
24
-10.48
22
10.73
15
10.11
10

Canara Robeco Focused Equity Fund

0.70
12
1.80
19
1.80
15
4.83
8
15.02
5
8.41
9

Uti Focused Equity Fund

0.69
13
2.20
11
1.50
19
1.03
23
11.34
18
4.52
17

Dsp Focus Fund

0.68
14
2.44
5
-0.10
25
1.39
22
10.32
20
1.74
19
10.73
14
9.06
12

Kotak Focused Equity Fund

0.65
15
2.27
9
1.64
17
4.14
15
12.18
15
7.02
10
16.78
8

Hsbc Focused Equity Fund

0.59
16
1.93
16
2.43
11
4.56
9
12.81
13
5.99
14

Sbi Focused Equity Fund

0.59
17
1.07
25
-0.08
24
1.56
21
9.01
23
-7.29
21
15.54
11
12.25
5

Baroda Bnp Paribas Focused Fund

0.59
18
1.75
21
1.19
21
1.98
20
11.34
19

Edelweiss Focused Equity Fund

0.46
19
1.86
18
1.74
16
3.62
17

Invesco India Focused 20 Equity Fund

0.45
20
1.77
20
1.44
20
2.65
18
9.61
21
-3.24
20

Franklin India Focused Equity Fund

0.45
21
2.12
12
2.50
10
6.18
4
17.08
2
13.31
4
19.59
6
12.47
4

Quant Focused Fund

0.39
22
2.21
10
2.71
8
4.54
10
13.89
8
12.34
5
22.09
2
13.27
2

Sundaram Focused Fund

0.38
23
1.55
23
1.91
14
3.79
16
12.91
12

Idfc Focused Equity Fund

0.32
24
1.22
24
1.07
22
0.27
24
9.20
22
2.35
18
12.70
13
6.19
14

Icici Prudential Focused Equity Fund

0.00
25
1.91
17
2.24
13
5.02
7
13.23
11
10.49
6
22.16
1
13.16
3

L&T Focused Equity Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Union Focused Fund

1.10
1
2.92
2
3.09
5
4.64
12
13.93
11
6.89
15
20.05
7

Motilal Oswal Focused 25 Fund (Mof25)

1.06
2
2.06
14
1.66
18
2.68
19
12.96
15
7.64
13
14.83
12
12.00
8

Tata Focused Equity Fund

0.99
3
2.36
8
3.45
4
7.03
3
15.01
7
11.99
6

Jm Focused Fund

0.92
4
2.41
7
2.32
13
6.01
6
14.86
8
11.35
8
11.54
16
8.97
13

Idbi Focused 30 Equity Fund

0.88
5
2.50
4
2.80
8
4.55
14
12.47
16
7.15
14
17.76
9
11.47
9

Aditya Birla Sun Life Focused Equity Fund

0.87
6
2.91
3
3.57
3
4.83
11
12.18
19
8.01
11
16.78
10
12.08
7

Iifl Focused Equity Fund

0.82
7
1.77
22
2.75
9
6.10
5
16.32
4
6.80
16
22.54
4
17.32
1

Mahindra Manulife Focused Equity Yojana

0.81
8
2.42
6
4.42
1
7.94
2
16.66
3
17.32
2

Nippon India Focused Equity Fund

0.75
9
2.99
1
2.83
7
4.61
13
14.12
9
14.23
4
22.89
3
12.28
6

Hdfc Focused 30 Fund

0.74
10
2.12
13
3.89
2
8.64
1
19.40
1
27.21
1
22.45
5
11.45
10

Axis Focused 25 Fund

0.74
11
2.05
15
0.80
23
-2.46
25
5.32
24
-9.49
22
11.99
14
11.43
11

Uti Focused Equity Fund

0.69
12
2.24
11
1.64
19
1.49
23
12.33
18
6.39
17

Dsp Focus Fund

0.69
13
2.46
5
-0.02
25
1.66
22
10.91
20
2.84
19
11.93
15
10.16
12

Canara Robeco Focused Equity Fund

0.68
14
1.83
20
1.91
15
5.28
8
15.96
5
10.22
9

Kotak Focused Equity Fund

0.65
15
2.30
9
1.76
17
4.55
15
13.07
14
8.76
10
18.77
8

Hsbc Focused Equity Fund

0.59
16
1.96
16
2.57
10
4.99
10
13.76
12
7.78
12

Sbi Focused Equity Fund

0.59
17
1.09
25
0.00
24
1.81
21
9.54
23
-6.33
21
16.76
11
13.42
5

Baroda Bnp Paribas Focused Fund

0.59
18
1.78
21
1.33
21
2.46
20
12.34
17

Invesco India Focused 20 Equity Fund

0.50
19
1.83
19
1.58
20
3.07
18
10.50
21
-1.65
20

Edelweiss Focused Equity Fund

0.46
20
1.89
18
1.88
16
4.07
16

Franklin India Focused Equity Fund

0.45
21
2.13
12
2.57
11
6.40
4
17.55
2
14.21
5
20.57
6
13.49
4

Quant Focused Fund

0.39
22
2.25
10
2.89
6
5.04
9
15.02
6
14.54
3
24.40
1
14.94
2

Sundaram Focused Fund

0.39
23
1.57
23
2.00
14
4.05
17
13.49
13

Idfc Focused Equity Fund

0.32
24
1.24
24
1.18
22
0.61
24
9.92
22
3.74
18
14.23
13
7.71
14

Icici Prudential Focused Equity Fund

0.00
25
1.94
17
2.36
12
5.38
7
14.02
10
11.97
7
23.66
2
14.43
3

L&T Focused Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

-0.29
14
-1.19
15
-0.82
18
21.23
12
14.02
8

Axis Focused 25 Fund

-1.46
24
-5.08
23
-5.03
22
20.98
13
14.25
7

Franklin India Focused Equity Fund

0.57
3
0.21
4
3.08
2
27.84
5
16.25
5

Dsp Focus Fund

-0.65
21
-2.68
20
-0.47
17
14.53
17
12.12
12

Hdfc Focused 30 Fund

1.45
1
3.42
1
7.87
1
31.29
1
13.20
10

Icici Prudential Focused Equity Fund

0.08
7
-0.11
7
1.16
7
30.73
3
15.59
6

Idbi Focused 30 Equity Fund

-0.67
22
-0.96
11
1.10
8
23.44
10
13.44
9

Idfc Focused Equity Fund

-0.43
16
-0.86
10
-0.25
14
19.01
14
11.40
13

Iifl Focused Equity Fund

-0.41
15
-1.23
17
-0.34
15
27.38
6
21.06
1

Jm Core 11 Fund

0.09
6
-1.01
13
0.76
9
13.42
18
7.38
14

Kotak Focused Equity Fund

-0.18
11
-0.37
9
0.42
10
23.28
11

Motilal Oswal Focused 25 Fund (Mof25)

-0.08
9
-2.90
21
-0.13
13
16.06
16
13.17
11

Nippon India Focused Equity Fund

0.83
2
0.30
3
2.50
4
29.54
4
16.68
3

Quant Focused Fund

0.16
4
1.79
2
2.51
3
30.97
2
18.03
2

Sbi Focused Equity Fund

-0.58
20
-3.08
22
-1.19
19
24.64
8
16.57
4

Tata Focused Equity Fund

-0.25
13
-0.15
8
0.20
11
24.34
9

Union Focused Fund

-0.52
18
-1.20
16
0.14
12
26.97
7

L&T Focused Equity Fund

-0.25
12
-1.61
18
-1.34
20
16.21
15

Hsbc Focused Equity Fund

-0.52
17
-1.04
14
-0.46
16

Invesco India Focused 20 Equity Fund

-0.79
23
-1.74
19
-1.50
21

Mahindra Manulife Focused Equity Yojana

0.14
5
0.04
6
1.25
6

Canara Robeco Focused Equity Fund

-0.08
10
0.17
5
2.07
5

Uti Focused Equity Fund

-0.53
19
-0.99
12

Sundaram Focused Fund

0.00
8
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

L&T Focused Equity Fund

-0.14
13
-1.31
19
-0.74
21
17.56
16

Hsbc Focused Equity Fund

-0.38
17
-0.64
12
0.37
15

Union Focused Fund

-0.42
19
-1.00
17
0.64
12
28.08
7

Aditya Birla Sun Life Focused Equity Fund

-0.21
14
-0.96
16
-0.38
18
22.32
13
15.05
8

Axis Focused 25 Fund

-1.37
24
-4.81
23
-4.50
22
22.37
12
15.62
7

Franklin India Focused Equity Fund

0.63
3
0.41
6
3.49
3
28.85
6
17.24
5

Dsp Focus Fund

-0.55
21
-2.42
20
0.06
17
15.78
17
13.32
12

Hdfc Focused 30 Fund

1.57
1
3.77
1
8.63
1
32.90
2
14.35
11

Icici Prudential Focused Equity Fund

0.19
6
0.22
8
1.81
7
32.25
3
16.94
6

Idbi Focused 30 Equity Fund

-0.60
22
-0.73
13
1.57
8
24.50
11
14.57
9

Idfc Focused Equity Fund

-0.33
16
-0.52
10
0.43
14
20.65
14
12.91
13

Iifl Focused Equity Fund

-0.32
15
-0.96
15
0.19
16
28.94
5
22.65
1

Jm Core 11 Fund

0.16
7
-0.75
14
1.17
10
14.70
18
8.94
14

Kotak Focused Equity Fund

-0.04
11
0.04
9
1.24
9
25.40
10

Motilal Oswal Focused 25 Fund (Mof25)

0.02
8
-2.62
21
0.46
13
17.57
15
14.56
10

Nippon India Focused Equity Fund

0.89
2
0.50
5
2.85
5
30.41
4
17.49
4

Quant Focused Fund

0.34
4
2.27
2
3.55
2
33.33
1
20.04
2

Sbi Focused Equity Fund

-0.48
20
-2.81
22
-0.66
19
25.98
9
17.77
3

Tata Focused Equity Fund

-0.09
12
0.28
7
1.06
11
26.77
8

Invesco India Focused 20 Equity Fund

-0.66
23
-1.30
18
-0.67
20

Mahindra Manulife Focused Equity Yojana

0.33
5
0.60
3
2.39
6

Canara Robeco Focused Equity Fund

0.00
10
0.58
4
2.98
4

Uti Focused Equity Fund

-0.39
18
-0.55
11

Sundaram Focused Fund

0.00
10
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

-17.92
10
-27.71
10
-10.40
12
20.00
8
15.31
6

Axis Focused 25 Fund

-21.39
14
-25.53
6
-12.91
17
21.33
12
16.22
10

Franklin India Focused Equity Fund

-24.43
16
-32.58
15
-8.42
6
23.21
16
17.42
15

Dsp Focus Fund

-22.83
15
-32.24
14
-11.86
15
22.02
13
17.21
14

Hdfc Focused 30 Fund

-24.60
17
-33.81
16
-6.41
2
22.58
15
16.91
13

Icici Prudential Focused Equity Fund

-17.91
9
-26.25
7
-8.71
8
17.98
2
12.71
1

Idbi Focused 30 Equity Fund

-17.60
8
-24.66
4
-7.59
4
19.04
3
14.23
3

Idfc Focused Equity Fund

-16.45
5
-26.70
8
-8.70
7
19.89
6
15.84
9

Iifl Focused Equity Fund

-15.34
3
-27.39
9
-12.49
16
21.08
11
16.59
12

Jm Focused Fund

-19.34
11
-31.11
13
-8.96
9
22.37
14
17.52
16

Kotak Focused Equity Fund

-16.76
6
-28.02
11
-11.14
13
20.93
10
16.54
11

Motilal Oswal Focused 25 Fund (Mof25)

-17.39
7
-24.02
2
-6.53
3
19.37
4
14.32
4

Nippon India Focused Equity Fund

-20.87
13
-33.92
17
-9.02
10
24.94
17
18.59
17

Quant Focused Fund

-19.44
12
-28.99
12
-5.92
1
20.44
9
14.83
5

Sbi Focused Equity Fund

-15.16
2
-24.16
3
-11.30
14
19.71
5
15.35
7

Union Focused Fund

-13.70
1
-24.89
5
-9.44
11
19.92
7
15.59
8

L&T Focused Equity Fund

-15.42
4
-23.35
1
-7.61
5
16.94
1
13.05
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

0.39
13
0.20
12
0.33
12
0.49
-0.40
11 0.97 9
0.99
1
0.10
10
15.06
10
-0.01
9

Axis Focused 25 Fund

0.30
16
0.17
15
0.32
14
0.47
-4.19
14 0.99 6
0.91
11
0.07
15
10.82
15
-0.04
13

Franklin India Focused Equity Fund

0.49
7
0.25
6
0.38
7
0.47
1.00
6 1.03 2
0.88
13
0.14
5
17.83
6
0.02
4

Dsp Focus Fund

0.32
14
0.17
14
0.28
16
0.50
-5.79
15 1.02 4
0.92
6
0.07
14
11.56
14
-0.05
15

Hdfc Focused 30 Fund

0.43
9
0.22
9
0.33
13
0.46
0.62
8 0.99 7
0.89
12
0.13
8
17.59
8
0.00
8

Icici Prudential Focused Equity Fund

0.56
4
0.29
4
0.41
6
0.47
4.54
2 0.82 16
0.91
10
0.18
1
22.77
1
0.01
5

Idbi Focused 30 Equity Fund

0.39
12
0.20
11
0.35
10
0.48
0.68
7 1.01 5
0.87
14
0.10
11
13.87
12
0.01
6

Idfc Focused Equity Fund

0.31
15
0.16
16
0.30
15
0.48
-2.63
13 0.88 13
0.92
8
0.10
12
14.74
11
-0.05
14

Iifl Focused Equity Fund

0.73
2
0.33
2
0.55
2
0.49
2.47
4 0.98 8
0.92
9
0.15
4
19.39
3
0.02
3

Jm Focused Fund

0.17
17
0.11
17
0.21
17
0.49
-7.67
16 1.02 3
0.92
7
0.03
16
7.55
16
-0.07
16

Kotak Focused Equity Fund

0.53
6
0.24
7
0.42
5
0.50
-0.24
10 0.95 10
0.96
2
0.12
9
16.35
9
-0.01
10

Motilal Oswal Focused 25 Fund (Mof25)

0.40
10
0.21
10
0.37
8
0.48
-1.66
12 0.90 12
0.95
3
0.08
13
13.44
13
-0.03
12

Nippon India Focused Equity Fund

0.45
8
0.24
8
0.37
9
0.49
-0.04
9 1.14 1
0.93
5
0.14
6
17.65
7
0.03
2

Quant Focused Fund

0.57
3
0.29
3
0.43
4
0.47
8.02
1 0.94 11
0.68
16
0.17
2
18.71
4
0.07
1

Sbi Focused Equity Fund

0.54
5
0.25
5
0.46
3
0.48
1.00
5 0.85 15
0.84
15
0.14
7
17.95
5
-0.02
11

Union Focused Fund

0.73
1
0.33
1
0.56
1
0.52
2.61
3 0.88 14
0.94
4
0.16
3
20.70
2
0.00
7

L&T Focused Equity Fund

0.40
11
0.19
13
0.34
11
0.49

Tata Focused Equity Fund Additional Return Analysis

Tata Focused Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1009.82 1023.24 1033.02 1065.59 1139.99 1100.70
Direct Plan Value of 1000 Rupee 1009.87 1023.59 1034.50 1070.27 1150.07 1119.92
Fund Information
Fund Launch Date: 15/Nov/2019
Fund Category: Focussed Fund
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 Description: 1) Ideal for Investors looking for long term wealth creation. 2) The Scheme looks for investment opportunities in high growth companies across sectors and across market capitalization with a long term investment horizon.
Fund Benchmark: S&P BSE 200 (Total Return Index)
Source: Fund FactSheet


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