EquityFocused FundDirect · Growth
Tata Focused Fund-Direct Plan-Growth
Tata · Scheme 147757
₹25.72▼ 0.48%NAV · 2026-09-18
Decent FundScore
AUM
₹1,792 cr
Expense ratio
0.90%
3Y CAGR
11.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Rupesh PatelExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 55/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 69% of windows
- ✓Alpha vs benchmark: +3.4%
📉 What could drag it down
- •3Y CAGR vs category: -3.0% vs category avg
- •5Y CAGR vs category: -1.2% vs category avg
FundScore breakdown
55/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.