Tata Focused Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.08%
Fund NAV

Fund Overview of Tata Focused Fund Regular - Growth

  • ₹1,824.7 Cr
    AUM
  • ₹23.82
    NAV
  • 2.04%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Tata Focused Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.08% NA 3.06%
6 Months 14.25% NA 12.13%
1 Year -4.32% -4.32% 0.23%
2 Years 32.92% 15.29% 19.05%
3 Years 57.38% 16.32% 17.87%
5 Years 143.04% 19.44% 20.71%
View More
As on Wed Nov 19, 2025

Asset Allocation

equities

91.39%

other assets or cash equivalents

8.00%
Large Cap: 75.68%
Mid Cap: 12.16%
Small Cap: 12.17%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.81%
Hdfc Bank Ltd
9.38%
Hdfc Bank Ltd
9.38%
Hdfc Bank Ltd
9.28%
Hdfc Bank Ltd
9.28%
 
Top Sectors
Financial
134.60%
Healthcare
73.34%
Industrials
63.74%
Technology
52.95%
Energy & Utilities
52.07%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Tata Focused Fund Regular - Growth

Tata Focused Fund Regular - Growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 05 Dec 2019, the fund aims Long Term Capital Appreciation. Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks across market capitalisation. It manages assets worth ₹1,824.7 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.04%.
The portfolio allocation consists of 91.39% in equities, 8.00% in other assets or cash equivalents. Managed by Meeta Shetty, it has delivered a return of -4.32% in the last year, a total return since inception of 15.64%.

Read more
  • Hasmukh Vishariya

    Fund Manager

  • Chartered Accountant

    Manager Education

  • Meeta Shetty

    Fund Manager

  • Ms. Shetty is Bachelor in Economics and CFA Charterholder

    Manager Education

Key Metrics of Tata Focused Fund Regular - Growth

  • Standard Deviation
    13.13%
  • Sharpe Ratio
    0.63%
  • Alpha
    0.79%
  • Beta
    0.93%

Fund Details

Fund Names Tata Focused Fund Regular - Growth
Inception Date 05 Dec 2019
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 1.98% 5.09% 12.94% 18.74% 19.47%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 2.34% 5.62% 10.99% 17.43% 18.53%
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 1.91% 4.87% 12.06% 17.78% 18.49%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 2.26% 5.37% 9.97% 16.33% 17.43%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 2.21% 3.85% 12.33% 17.09% 15.50%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 2.09% 3.53% 10.93% 15.55% 13.87%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Flexi Cap Fund Regular - Growth increase ₹3,388 0.15% 1.78% 3.75% 9.99% 16.34%
Tata Flexi Cap Fund Direct - Growth increase ₹3,388 0.27% 2.11% 4.41% 11.40% 17.84%
Tata Retirement Savings Fund Progressive Plan Direct-growth increase ₹2,085 0.27% 1.42% 3.41% 6.10% 17.70%
Tata Retirement Savings Fund Progressive Plan Regular-growth increase ₹2,085 0.14% 1.04% 2.65% 4.55% 15.98%
Tata Focused Fund Direct - Growth increase ₹1,825 0.80% 1.74% 4.83% 3.85% 16.36%
Tata Focused Fund Regular-idcw increase ₹1,825 0.67% 1.38% 4.09% 2.39% 14.64%
Tata Focused Fund Direct-idcw increase ₹1,825 0.80% 1.74% 4.83% 3.85% 16.36%
Tata Children's Regular increase ₹371 1.10% 1.27% 0.62% 3.73% 13.07%
Tata Children's Direct increase ₹371 1.15% 1.40% 0.88% 4.34% 13.69%
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,882.16 17.78% 18.49% 14.80%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 ₹2,109.08 18.74% 19.47% 15.84%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 ₹166.98 17.43% 18.53% 14.63%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹147.76 16.33% 17.43% 13.49%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹23.05 17.09% 15.50% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹20.81 15.55% 13.87% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.81%₹179.01 Cr
Hdfc Bank LtdFinancial9.38%₹175.15 Cr
Hdfc Bank LtdFinancial9.38%₹175.15 Cr
Hdfc Bank LtdFinancial9.28%₹168.71 Cr
Hdfc Bank LtdFinancial9.28%₹168.71 Cr
Tech Mahindra LtdTechnology7.82%₹142.67 Cr
Axis Bank LtdFinancial7.59%₹141.59 Cr
Axis Bank LtdFinancial7.59%₹141.59 Cr
Tech Mahindra LtdTechnology7.44%₹138.83 Cr
Tech Mahindra LtdTechnology7.44%₹138.83 Cr
Tech Mahindra LtdTechnology7.50%₹136.49 Cr
Tech Mahindra LtdTechnology7.50%₹136.49 Cr
Axis Bank LtdFinancial7.15%₹129.97 Cr
Axis Bank LtdFinancial7.15%₹129.97 Cr
Axis Bank LtdFinancial6.72%₹122.71 Cr
RepoUnspecified6.69%₹122.11 Cr
Icici Bank LtdFinancial5.75%₹104.84 Cr
Icici Bank LtdFinancial5.25%₹95.40 Cr
Icici Bank LtdFinancial5.25%₹95.40 Cr
Icici Bank LtdFinancial5.10%₹95.20 Cr
Icici Bank LtdFinancial5.10%₹95.20 Cr
Cash/net Current AssetsUnspecified4.84%₹90.71 Cr
Cash/net Current AssetsUnspecified4.84%₹90.71 Cr
Apollo Hospitals Enterprise LtdHealthcare4.70%₹85.53 Cr
Apollo Hospitals Enterprise LtdHealthcare4.70%₹85.53 Cr
Reliance Industries LtdEnergy & Utilities4.43%₹82.64 Cr
Reliance Industries LtdEnergy & Utilities4.43%₹82.64 Cr
Reliance Industries LtdEnergy & Utilities4.24%₹77.29 Cr
Reliance Industries LtdEnergy & Utilities4.17%₹75.83 Cr
Reliance Industries LtdEnergy & Utilities4.17%₹75.83 Cr
Adani Ports And Special Economic Zone LtdIndustrials3.96%₹73.98 Cr
Adani Ports And Special Economic Zone LtdIndustrials3.96%₹73.98 Cr
Adani Ports And Special Economic Zone LtdIndustrials3.93%₹71.54 Cr
Adani Ports And Special Economic Zone LtdIndustrials3.93%₹71.54 Cr
Ntpc LtdEnergy & Utilities3.66%₹68.35 Cr
Ntpc LtdEnergy & Utilities3.66%₹68.35 Cr
Metropolis Healthcare LtdHealthcare3.66%₹68.24 Cr
Metropolis Healthcare LtdHealthcare3.66%₹68.24 Cr
Firstsource Solutions LtdIndustrials3.69%₹67.40 Cr
Apollo Hospitals Enterprise LtdHealthcare3.65%₹66.61 Cr
Firstsource Solutions LtdIndustrials3.57%₹64.85 Cr
Firstsource Solutions LtdIndustrials3.57%₹64.85 Cr
Sbi Life Insurance Company LtdFinancial3.42%₹63.85 Cr
Sbi Life Insurance Company LtdFinancial3.42%₹63.85 Cr
Larsen & Toubro LtdIndustrials3.39%₹63.31 Cr
Larsen & Toubro LtdIndustrials3.39%₹63.31 Cr
RepoUnspecified3.47%₹63.10 Cr
RepoUnspecified3.47%₹63.10 Cr
Infosys LtdTechnology3.30%₹61.52 Cr
Infosys LtdTechnology3.30%₹61.52 Cr
Infosys LtdTechnology3.29%₹59.83 Cr
Infosys LtdTechnology3.29%₹59.83 Cr
RepoUnspecified3.16%₹59.01 Cr
RepoUnspecified3.16%₹59.01 Cr
Ashok Leyland LtdIndustrials3.22%₹58.49 Cr
Ashok Leyland LtdIndustrials3.22%₹58.49 Cr
Alkem Laboratories LtdHealthcare3.12%₹58.16 Cr
Alkem Laboratories LtdHealthcare3.12%₹58.16 Cr
Cash/net Current AssetsUnspecified3.14%₹57.36 Cr
Cash/net Current AssetsUnspecified3.14%₹57.36 Cr
Alkem Laboratories LtdHealthcare3.15%₹57.30 Cr
Alkem Laboratories LtdHealthcare3.15%₹57.30 Cr
Healthcare Global Enterprises LtdHealthcare3.04%₹56.69 Cr
Healthcare Global Enterprises LtdHealthcare3.04%₹56.69 Cr
Ambuja Cements LtdMaterials3.03%₹56.56 Cr
Ambuja Cements LtdMaterials3.03%₹56.56 Cr
Cash/net Current AssetsUnspecified3.09%₹56.47 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.10%₹56.47 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.10%₹56.47 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.02%₹56.33 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.02%₹56.33 Cr
Ultratech Cement LtdMaterials2.95%₹54.97 Cr
Ultratech Cement LtdMaterials2.95%₹54.97 Cr
Godrej Properties LtdReal Estate2.92%₹54.49 Cr
Godrej Properties LtdReal Estate2.92%₹54.49 Cr
Alkem Laboratories LtdHealthcare2.91%₹53.14 Cr
Page Industries LtdConsumer Discretionary2.83%₹52.78 Cr
Page Industries LtdConsumer Discretionary2.83%₹52.78 Cr
Craftsman Automation LtdConsumer Discretionary2.89%₹52.60 Cr
Craftsman Automation LtdConsumer Discretionary2.89%₹52.60 Cr
Craftsman Automation LtdConsumer Discretionary2.86%₹52.28 Cr
Samvardhana Motherson International LtdConsumer Discretionary2.85%₹51.93 Cr
Ashok Leyland LtdIndustrials2.72%₹49.63 Cr
Healthcare Global Enterprises LtdHealthcare2.68%₹48.81 Cr
Healthcare Global Enterprises LtdHealthcare2.68%₹48.81 Cr
Healthcare Global Enterprises LtdHealthcare2.59%₹47.20 Cr
Firstsource Solutions LtdIndustrials2.53%₹47.15 Cr
Firstsource Solutions LtdIndustrials2.53%₹47.15 Cr
Metropolis Healthcare LtdHealthcare2.59%₹47.11 Cr
Metropolis Healthcare LtdHealthcare2.59%₹47.11 Cr
Metropolis Healthcare LtdHealthcare2.53%₹46.17 Cr
Sbi Life Insurance Company LtdFinancial2.52%₹46.02 Cr
Jubilant Foodworks LtdConsumer Discretionary2.51%₹45.89 Cr
Sun Pharmaceutical Industries LtdHealthcare2.42%₹45.10 Cr
Sun Pharmaceutical Industries LtdHealthcare2.42%₹45.10 Cr
Ntpc LtdEnergy & Utilities2.46%₹44.77 Cr
Ntpc LtdEnergy & Utilities2.46%₹44.77 Cr
Sbi Life Insurance Company LtdFinancial2.46%₹44.77 Cr
Sbi Life Insurance Company LtdFinancial2.46%₹44.77 Cr
Ntpc LtdEnergy & Utilities2.41%₹43.95 Cr
Power Finance Corporation LtdFinancial2.32%₹43.25 Cr
Power Finance Corporation LtdFinancial2.32%₹43.25 Cr
Jubilant Foodworks LtdConsumer Discretionary2.38%₹43.22 Cr
Jubilant Foodworks LtdConsumer Discretionary2.38%₹43.22 Cr
Ultratech Cement LtdMaterials2.36%₹43.08 Cr
Ultratech Cement LtdMaterials2.36%₹42.98 Cr
Ultratech Cement LtdMaterials2.36%₹42.98 Cr
Jubilant Foodworks LtdConsumer Discretionary2.24%₹41.85 Cr
Jubilant Foodworks LtdConsumer Discretionary2.24%₹41.85 Cr
Adani Power LtdEnergy & Utilities2.26%₹41.17 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.16%₹39.48 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.09%₹38.02 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.09%₹38.02 Cr
Infosys LtdTechnology2.07%₹37.73 Cr
Pnc Infratech LtdIndustrials1.97%₹35.92 Cr
Power Finance Corporation LtdFinancial1.97%₹35.79 Cr
Power Finance Corporation LtdFinancial1.97%₹35.79 Cr
Power Finance Corporation LtdFinancial1.96%₹35.77 Cr
Adani Power LtdEnergy & Utilities1.90%₹35.52 Cr
Adani Power LtdEnergy & Utilities1.90%₹35.52 Cr
Hindustan Unilever LtdConsumer Staples1.93%₹35.30 Cr
Pnc Infratech LtdIndustrials1.89%₹35.22 Cr
Pnc Infratech LtdIndustrials1.89%₹35.22 Cr
Hindustan Unilever LtdConsumer Staples1.94%₹35.20 Cr
Hindustan Unilever LtdConsumer Staples1.94%₹35.20 Cr
Hindustan Unilever LtdConsumer Staples1.85%₹34.52 Cr
Hindustan Unilever LtdConsumer Staples1.85%₹34.52 Cr
Pnc Infratech LtdIndustrials1.85%₹33.71 Cr
Pnc Infratech LtdIndustrials1.85%₹33.71 Cr
Lupin LtdHealthcare1.85%₹33.70 Cr
Lupin LtdHealthcare1.84%₹33.38 Cr
Lupin LtdHealthcare1.84%₹33.38 Cr
Dr. Lal Pathlabs LtdHealthcare1.81%₹32.99 Cr
Dr. Lal Pathlabs LtdHealthcare1.80%₹32.65 Cr
Dr. Lal Pathlabs LtdHealthcare1.80%₹32.65 Cr
Adani Power LtdEnergy & Utilities1.79%₹32.55 Cr
Adani Power LtdEnergy & Utilities1.79%₹32.55 Cr
Godrej Properties LtdReal Estate1.78%₹32.42 Cr
Larsen & Toubro LtdIndustrials1.69%₹30.71 Cr
Larsen & Toubro LtdIndustrials1.69%₹30.71 Cr
Larsen & Toubro LtdIndustrials1.67%₹30.53 Cr
Godrej Properties LtdReal Estate1.67%₹30.35 Cr
Godrej Properties LtdReal Estate1.67%₹30.35 Cr
Kajaria Ceramics LtdIndustrials1.63%₹29.68 Cr
Amber Enterprises India LtdConsumer Discretionary1.19%₹21.68 Cr
Knowledge Realty TrustReal Estate0.61%₹11.30 Cr
Knowledge Realty TrustReal Estate0.61%₹11.30 Cr
Knowledge Realty TrustReal Estate0.62%₹11.29 Cr
Knowledge Realty TrustReal Estate0.62%₹11.29 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Focused Fund Regular - Growth

What is the current AUM of Tata Focused Fund Regular - Growth?

As of Thu Jul 31, 2025, Tata Focused Fund Regular - Growth manages assets worth ₹1,824.7 crore

How has Tata Focused Fund Regular - Growth performed recently?

  • 3 Months: 0.08%
  • 6 Months: 14.25%

What is the long-term performance of Tata Focused Fund Regular - Growth?

  • 3 Years CAGR: 16.32%
  • 5 Years CAGR: 19.44%
  • Since Inception: 15.64%

What is the portfolio composition of Tata Focused Fund Regular - Growth?

Equity: 91.39%, Others: 8.00%.

Who manages Tata Focused Fund Regular - Growth?

Tata Focused Fund Regular - Growth is managed by Meeta Shetty from Tata Mutual Fund.

What is the market-cap allocation of Tata Focused Fund Regular - Growth?

Large Cap: 75.68%, Mid Cap: 12.16%, Small Cap: 12.17%.

Which are the top companies Tata Focused Fund Regular - Growth has invested in?

  • HDFC Bank Ltd – 9.81% of the fund's portfolio
  • HDFC Bank Ltd – 9.38% of the fund's portfolio
  • HDFC Bank Ltd – 9.38% of the fund's portfolio
  • HDFC Bank Ltd – 9.28% of the fund's portfolio
  • HDFC Bank Ltd – 9.28% of the fund's portfolio

Which are the major sectors Tata Focused Fund Regular - Growth focuses on?

  • Financial – 134.60% of the fund's portfolio
  • Healthcare – 73.34% of the fund's portfolio
  • Industrials – 63.74% of the fund's portfolio
  • Technology – 52.95% of the fund's portfolio
  • Energy & Utilities – 52.07% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.