3 Year return

19.89%
Launched on November 2019 (5 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1870.04 Cr.

Expense Ratio

0.61% (inclusive of GST)

Exit Load

Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Tata Mutual Fund Managers

R

RahulSingh

Fund Manager since Apr 2022

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹177,998.81 Cr.
No. of Schemes 177
Setup Date March 1994

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

HDFC Focused 30 Fund

27.59%

3.5

ICICI Prudential Focused Equity Fund

23.2%

3.5

Quant Focused Fund

19.52%

3

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

13.36%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

13.36%

About Tata Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment

The Tata Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is a mutual fund scheme managed by Tata Mutual Fund. It is a multi-cap fund, which means that it invests in a variety of market capitalisations, from large-cap to small-cap stocks. The fund is an open-ended fund, which means that it can issue and redeem units on a continuous basis. This makes it a flexible investment option for investors who want to buy or sell units whenever they want. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns.

Investment Objective of the Scheme

The investment objective of the Tata Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is to generate capital gains from long-term investments. The fund invests in a high blend of equity and equity-related securities, following a focused investment strategy that offers investors higher exposure to a particular sector of industry.

Key Features of The Fund

5-year return 20.38%
Expense Ratio 0.61%
Fund Manager RahulSingh
Fund Size ₹1870.04 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If your goal is to build long-term wealth, the Tata Focused Equity Fund Direct Plan Fund could be a good option for you. It is suitable for investors with an aggressive profit outlook. Investors with advanced knowledge of the market and macroeconomic trends who are ready to take more selective bets in a particular sector or industry may find the Tata Focused Equity Fund Direct Plan a good option. Nevertheless, you should thoroughly evaluate your individual investment goals and risk appetite before investing.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Start Investing Early with SIPs

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

FAQs

What is today's NAV of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment Dec 20 2024 is 25.6368

What is the AUM of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is 1870.04 crore.

What is the expense ratio of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is 0.61%

What are the returns of TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment since inception?

The TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment was launched on Nov 15 2019. The fund has delivered a CAGR of 20.51 since inception.

What is the minimum SIP amount to invest in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment is 100.

How do I invest in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Focused Equity Fund Direct Plan Reinvestment of IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.