Tata Focused Reg-G

Fund Category: Focused

Fund Category Focused

Very High Equity G

3 Morning Star

3 Value Research

NAV( 1 Oct 2025)

₹ 23.24

0.5%

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Tata Focused Reg-G

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Performance

16.45%3y Returns

0.84% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.05%
Exit load

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 1,813 Cr
Plan

REGULAR
Launch date

15 Nov 2019
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF277K010Y2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
SBI Life Insurance Company Ltd	2.49%
Repo	2.65%
Metropolis Healthcare Ltd	2.79%
Healthcare Global Enterprises Ltd	2.82%
Craftsman Automation Ltd	2.95%
Axis Bank Ltd	6.62%
Dr. Lal Pathlabs Ltd	1.91%
PNC Infratech Ltd	1.92%
Cash/Net Current Assets	3.3%
Alkem Laboratories Ltd	3.09%
Ashok Leyland Ltd	2.87%
Knowledge Realty Trust REITs	0.58%
Jubilant FoodWorks Ltd	2.42%
Power Grid Corporation of India Ltd	2.06%
Power Finance Corporation Ltd	1.83%
ICICI Bank Ltd	5.46%
HDFC Bank Ltd	9.31%
Lupin Ltd	1.83%
Larsen & Toubro Ltd	1.67%
Infosys Ltd	3.36%
Godrej Properties Ltd	1.66%
Hindustan Unilever Ltd	2.05%
Tech Mahindra Ltd	7.96%
Firstsource Solutions Ltd	3.82%
NTPC Ltd	2.38%
Adani Power Ltd	2.32%
Samvardhana Motherson International Ltd	2.73%
Apollo Hospitals Enterprise Ltd	4.85%
Ultratech Cement Ltd	2.45%
Adani Ports and Special Economic Zone Ltd	3.69%
Reliance Industries Ltd	4.16%

Sectors

Company	Allocation %
Others	5.95%
Services	9.93%
Automobile	8.55%
Construction	5.83%
Energy	10.92%
Consumer Staples	2.05%
Technology	11.32%
Insurance	2.49%
Materials	2.45%
Financial	23.22%
Healthcare	17.29%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

67
AUM

₹ 2,13,633 Cr
Website

http://www.tatamutualfund.com

About

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

Fund Manager

View All Mutual Funds

Meeta Shetty

Funds Offered

7
AUM

₹ 28,050 Cr
Highest Return

21.94%

About

Meeta Shetty Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Tata Focused Reg-G?

The current NAV of Tata Focused Reg-G is ₹ 23.2383

How much does Tata Focused Reg-G charge as expense ratio?

The expense ratio of Tata Focused Reg-G is 2.05%

How to Redeem Tata Focused Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Tata Focused Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Tata Focused Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Tata Focused Reg-G based on your investment objective and risk profile.

What is the return of Tata Focused Reg-G?

For Tata Focused Reg-G, 3-year return is 16.45% per annum and 5-year return is 20.12% per annum. Check the return performance in detail on the page.

What is the lock-in period in Tata Focused Reg-G?

The lock-in-period of Tata Focused Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Tata Focused Reg-G

₹ 23.24

0.5%

Tata Focused Reg-G

Performance

16.45%3y Returns

Investment details

₹ 100

₹ 5000

0

2.05%

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

₹ 1,813 Cr

REGULAR

15 Nov 2019

OPEN

NIFTY 500 Total Return Index

INF277K010Y2

Fund allocation

Risk Associated

Very High

About AMC

Tata Mutual Fund >

Contact Information

Address:

67

₹ 2,13,633 Cr

About

Fund Manager

Meeta Shetty

7

₹ 28,050 Cr

21.94%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Tata Focused Reg-G?

How much does Tata Focused Reg-G charge as expense ratio?

How to Redeem Tata Focused Reg-G Regular Growth?

What are the steps to invest in Tata Focused Reg-G?

Can I invest in Tata Focused Reg-G through both SIP and lump sum?

What is the return of Tata Focused Reg-G?

What is the lock-in period in Tata Focused Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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