The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Anand V Sharma
Mr. Sharma is B.E (Computer Engineer) and Master of Management Studies from University of Mumbai
Prior to joining TATA AMC, he has worked with ICICI Prudential AMC, Oracle Financial Services Software Ltd
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Tata Focused Fund is ₹22.98 as of 2026-08-28.
Tata Focused Fund is classified as a Focused fund.
The Assets Under Management (AUM) of Tata Focused Fund is ₹1,791.51 Cr.
The expense ratio of Tata Focused Fund is 2.24%.
Tata Focused Fund is managed by Anand V Sharma.
The minimum SIP investment for Tata Focused Fund is ₹100.
The exit load for Tata Focused Fund is 1%.
As per the SEBI Riskometer, Tata Focused Fund carries a Very High risk level.
Tata Focused Fund has delivered -0.31% (1Y), 9.96% (3Y) and 9.78% (5Y) annualised returns as of 2026-08-28.
Tata Focused Fund was launched on 1995-06-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
