Tata Focused Equity Fund-Regular Plan-Growth

Risk Profile: MODERATELY HIGH

NAV

10.0726

-0.02 (-0.1678 %)

18-02-2020

CAGR Since Inception

0.83 %

S&P BSE 200 TRI

11.62 %

Funds Manager

Mr. Rupesh Patel

Mr. Rupesh is a B.E.(Civil) and MBA (Finance). He served as the Tata Asset Management Limited's Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Tata Focused Equity Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Focused Equity Fund-Regular Plan-Growth -
Equity: Focused - - - - - -