Tata focused equity fund

Investment Objective The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. • Category Equity : Flexi Cap • Benchmark NIFTY 500 Total Return Index • Asset Under Management ₹1,297.88 Cr • Expense Ratio 2.1% • Fund Manager Meeta Shetty

Tata Focused Equity Fund Direct-IDCW Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Tata Focused Equity Fund - Direct Plan as of Jun 16, 2023 is Rs 17.42 for IDCW option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 26.05% (1yr), 28.43% (3yr) and 17.01% (since launch). Whereas, Category returns for the same time duration are: 24.59% (1yr), 24.63% (3yr) and 11.9% (5yr). 3. Fund Size: The Tata Focused Equity Fund - Direct Plan currently holds Assets under Management worth of Rs 1297.88 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.45% for Direct plan as on Mar 31, 2023. 5. Exit Load: Tata Focused Equity Fund - Direct Plan shall attract an Exit Load, "For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 150. Tata Focused Equity Fund Direct-IDCW Fund Details Investment Objective - The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. Fund House Tata Mutual Fund Launch Date Dec 05, 2019 Benchmark NIFTY 500 Total Return Index Return Since Launch 17.01% Riskometer Very High Type Open-ended Risk Grade Above Average Return Grade Above Average Tata Focused Equity Fund Direct-IDCW Investment Details Minimum Invest...

Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10729/tata-equity-pe-fund-regular-plan/ Get the latest information and complete track record of Tata Equity PE Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

Tata Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel is the Current Fund Manager of Tata Focused Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,12,964 Cr and the Latest NAV as of 16 Jun 2023 is ₹17.42. The Tata Focused Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days. ;

Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10729/tata-equity-pe-fund-regular-plan/ Get the latest information and complete track record of Tata Equity PE Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

Tata Focused Equity Fund Direct-IDCW Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Tata Focused Equity Fund - Direct Plan as of Jun 16, 2023 is Rs 17.42 for IDCW option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 26.05% (1yr), 28.43% (3yr) and 17.01% (since launch). Whereas, Category returns for the same time duration are: 24.59% (1yr), 24.63% (3yr) and 11.9% (5yr). 3. Fund Size: The Tata Focused Equity Fund - Direct Plan currently holds Assets under Management worth of Rs 1297.88 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.45% for Direct plan as on Mar 31, 2023. 5. Exit Load: Tata Focused Equity Fund - Direct Plan shall attract an Exit Load, "For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 150. Tata Focused Equity Fund Direct-IDCW Fund Details Investment Objective - The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. Fund House Tata Mutual Fund Launch Date Dec 05, 2019 Benchmark NIFTY 500 Total Return Index Return Since Launch 17.01% Riskometer Very High Type Open-ended Risk Grade Above Average Return Grade Above Average Tata Focused Equity Fund Direct-IDCW Investment Details Minimum Invest...

Investment Objective The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. • Category Equity : Flexi Cap • Benchmark NIFTY 500 Total Return Index • Asset Under Management ₹1,297.88 Cr • Expense Ratio 2.1% • Fund Manager Meeta Shetty

Tata Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel is the Current Fund Manager of Tata Focused Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,12,964 Cr and the Latest NAV as of 16 Jun 2023 is ₹17.42. The Tata Focused Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days. ;

Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Tata Equity PE Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10729/tata-equity-pe-fund-regular-plan/ Get the latest information and complete track record of Tata Equity PE Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

Investment Objective The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. • Category Equity : Flexi Cap • Benchmark NIFTY 500 Total Return Index • Asset Under Management ₹1,297.88 Cr • Expense Ratio 2.1% • Fund Manager Meeta Shetty