Tata Focused Fund
Direct · Growth ₹25.31
20 Apr 2026
NAV
20.2%
3Y CAGR
20.6%
5Y CAGR
20.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.72
Sharpe
-37.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.00 L | 23.7% | -21.3% | 99.9% |
| 3 Years | ₹36.00 L | ₹46.00 L | 18.7% | 0.4% | 33.0% |
| 5 Years | ₹60.00 L | ₹90.30 L | 17.1% | 7.7% | 25.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 23.7% | 2.1% | +21.6% |
| 3 Years | 18.7% | 11.2% | +7.5% |
| 5 Years | 17.1% | 11.1% | +6.0% |