Tata Focused Equity Fund Direct Growth
NAV: ₹ 14.2 as on 04-07-2022
Tata Focused Equity Fund Direct Growth is an equity fund. This fund was started on 6 December, 2019. The fund is managed by Meeta Shetty, Venkat Samala. The fund could potentially beat inflation in the long-run.
1) Tata Focused Equity Fund Direct Growth has a NAV of ₹14.2407 as on 04-07-2022.
2) Tata Focused Equity Fund Direct Growth has ₹1163 Cr worth of assets under management (AUM) as on 31-05-2022 and is less than category average.
3) The fund has an expense ratio 0.58 %.
Fund Overview
Expense ratio | 0.58% | |
Benchmark | S&P BSE 500 India TR INR | |
AUM | ₹1163 Cr | |
Inception Date | 6 December, 2019 | |
Min Lumpsum/SIP | ₹5000/₹150 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 0% |
Fund Distribution
| Financial Services | 33.5% |
| Energy | 11% |
| Tech | 10.9% |
| Industrial | 10.9% |
| Basic Materials | 10.6% |
| Health | 7.6% |
| Communication | 5.8% |
| Consumer Cyclical | 4.6% |
| Utilities | 3% |
| Real Estate | 2.1% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹1163 Cr
Expense Ratio 0.58%
Meeta Shetty is Bachelor in Economics; CFA Charter holder
13 Years experience
Venkat Samala is Aircraft Enginerring; MBA, IIM Banglore
6 Years experience
He is the dedicated fund manager for overseas investments with experience of 6 years. He has worked with Quality Engineering and Software Services before joining Tata Mutual fund.
AMC details
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Frequently Asked Questions