₹ 1,692.74 Cr
2.05%
NIFTY 500 TRI
INF277K010Y2
5000.0
1000.0
500
Meeta Shetty, Kapil Malhotra
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Tata Focused Equity Fund-Regular Plan-Growth | 35.74 | 19.39 | - |
NIFTY 500 TRI | 37.82 | 19.73 | 18.98 |
Equity
Debt
Others
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Company | Holdings (%) |
---|---|
Tech Mahindra Ltd. | 7.92 |
HDFC Bank Ltd. | 7.43 |
Lupin Ltd. | 5.95 |
Larsen & Toubro Ltd. | 5.6 |
Reliance Industries Ltd. | 4.82 |
Axis Bank Ltd. | 4.68 |
Indusind Bank Ltd. | 4.12 |
State Bank of India | 4.09 |
NTPC Ltd. | 3.89 |
ICICI Bank Ltd. | 3.79 |
Sector | Holdings (%) |
---|---|
Financial | 26.39 |
Energy | 12.11 |
Healthcare | 10.61 |
Services | 10.48 |
Technology | 9.5 |
Automobile | 7.58 |
Construction | 7.58 |
Materials | 4.91 |
Capital Goods | 4.85 |
Others | 3.47 |
Scheme Name | 5Y (%) |
---|---|
Tata Focused Equity Reg Gr | 0.0 |
Invesco India Focused Gr | 0.0 |
JM Focused Fund Reg Gr | 16.86 |
Mahindra Manulife Focused Fund Reg Gr | 0.0 |
Quant Focused Gr | 23.18 |
ICICI Pru Focused Equity Gr | 21.48 |
HDFC Focused 30 Gr | 20.99 |
DSP Focus Fund Reg Gr | 16.19 |
BARODA BNP PARIBAS Focused Fund Reg Gr | 0.0 |
Franklin India Focused Equity Gr | 19.63 |