Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 6 December, 2019. The fund is managed by Meeta Shetty. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.55% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1640 Cr |
Inception Date | 6 December, 2019 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 31.41% |
Size breakup
Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 1.48% | 1.48% |
6 Month Returns | 20.66% | 20.66% |
1 Year Returns | 39.7% | 39.7% |
3 Years Returns | 80.21% | 21.69% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 1.41 | 1.94 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 0.96 | 0.95 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 2.75 | 1.13 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Focused Equity Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 10.38 | 12.92 | - |