Tata Focused Equity Fund Direct Growth

Scheme code: INF277K017X9 NAV value: ₹ 23.5038 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-1.68	49.88	27.22	27.5
3 year	12.13	35.92	21.35	19.35
5 year	17.15	29.96	21.84	15.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.22
3 year	6.28	33.32	15.57	21.35
5 year	0.74	26.02	12.91	21.84
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.22
3 year	6.56	32.12	15.66	21.35
5 year	1	26.2	12.75	21.84
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.22
3 year	7.68	33.37	17	21.35
5 year	0.71	27.63	13.15	21.84
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	27.22
3 year	8.04	34.46	17.98	21.35
5 year	0.69	28.64	13.53	21.84
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 27.22% - Median return: 32.13% - Average standard deviation: 5.03

- Average return: 21.35% - Median return: 20.48% - Average standard deviation: 2.01

- Average return: 21.84% - Median return: 20.76% - Average standard deviation: 2.11

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,05,931	1,05,931	8.83
3 year	36,00,000	48,05,844	12,05,844	10.11
5 year	60,00,000	97,20,766	37,20,766	10.13

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,931 - Absolute Returns: ₹1,05,931 - CAGR: 8.83%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,05,844 - Absolute Returns: ₹12,05,844 - CAGR: 10.11%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,20,766 - Absolute Returns: ₹37,20,766 - CAGR: 10.13%