Should I invest in Tata Focused Fund?

We don't give personal investment advice. Tata Focused Fund-Regular Plan-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.2%. 5-year CAGR: 11.21%.

Tata

Tata Focused Fund-Regular Plan-Growth

Latest NAV

₹23.2246

As of

17 Jul 2026

1,631 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.45%	+0.28%	+0.17	6 / 18	Q2
1W	+0.03%	-0.15%	+0.17	7 / 18	Q2
2W	+0.18%	+0.26%	-0.07	12 / 18	Q3
1M	+1.37%	+1.99%	-0.62	14 / 18	Q4
3M	+1.90%	+4.43%	-2.53	14 / 18	Q4
6M	-1.40%	+2.25%	-3.65	13 / 18	Q3
YTD	-2.59%	+0.57%	-3.16	13 / 18	Q3
1Y	-0.75%	+1.60%	-2.35	12 / 18	Q3
2Y	-1.08%	+1.73%	-2.81	17 / 18	Q4
3Y	+11.13%	+12.29%	-1.16	12 / 17	Q3
4Y	+13.65%	+13.81%	-0.16	8 / 15	Q3
5Y	+11.21%	+11.10%	+0.10	8 / 13	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.60%	+13.86%	-0.26	9 / 18	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.59%	+0.57%	-3.16	13 / 18
2025	-0.47%	+3.22%	-3.69	15 / 18
2024	+17.87%	+19.16%	-1.29	8 / 17
2023	+27.58%	+25.63%	+1.96	8 / 15
2022	+4.75%	-1.51%	+6.26	2 / 13
2021	+32.55%	+31.22%	+1.33	7 / 11
2020	+11.69%	+17.05%	-5.36	7 / 8
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.11%

69 windows

min -4.9% · max 63.8%

86% positive

3-Year rolling

+18.09%

45 windows

min 11.1% · max 30.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.67%

20 windows

min 11.2% · max 25.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.83%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

0.62

Downside-only deviation

Max drawdown

-20.18%

Sep 2024 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹28.8700	17 Jul 2026
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹49.5132	17 Jul 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹24.5940	17 Jul 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹27.4700	17 Jul 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹16.5010	17 Jul 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹55.7180	17 Jul 2026
HSBC Focused Fund - Regular Growth	HSBC	₹26.4744	17 Jul 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹21.0089	17 Jul 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹19.6500	17 Jul 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹15.3215	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹23.2246
16 Jul 2026	₹23.1195
15 Jul 2026	₹23.1237
14 Jul 2026	₹23.1154
13 Jul 2026	₹23.2313
10 Jul 2026	₹23.2182
9 Jul 2026	₹22.9535
8 Jul 2026	₹22.8195
7 Jul 2026	₹23.2915
6 Jul 2026	₹23.3131

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Tata Focused Fund-Regular Plan-Growth is ₹23.2246. It's a Focused Fund from Tata, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Focused Fund-Regular Plan-Growth has NAV history starting from 06 Dec 2019, a track record of about 6 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Tata Focused Fund-Regular Plan-Growth is managed by Tata. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Focused Fund-Regular Plan-Growth has delivered a absolute return of -0.75% — -2.35 pp behind the Focused Fund category average of 1.60%. The fund ranks #12 of 18 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Tata Focused Fund-Regular Plan-Growth has delivered a CAGR of 11.13% — -1.16 pp behind the Focused Fund category average of 12.29%. The fund ranks #12 of 17 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Tata Focused Fund-Regular Plan-Growth has delivered a CAGR of 11.21% — +0.1 pp ahead of the Focused Fund category average of 11.10%. The fund ranks #8 of 13 in its category — the third (Q3) quartile.

₹1 lakh invested in Tata Focused Fund-Regular Plan-Growth exactly 5 years ago would be worth approximately ₹170,094 today — a multiplier of 1.70×, based on the 5-year CAGR of 11.21%. The category average over the same window would have grown ₹1 lakh to ₹169,304.

A ₹10,000 monthly SIP in Tata Focused Fund-Regular Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹757,622 today. That's an XIRR (money-weighted annualised return) of 9.26%.

Tata Focused Fund-Regular Plan-Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹757,622 — XIRR 9.26%.

On a 5-year basis, Tata Focused Fund-Regular Plan-Growth ranks #8 out of 13 funds in the Focused Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.10%; this fund delivered 11.21%.

The worst peak-to-trough decline Tata Focused Fund-Regular Plan-Growth has experienced over the last 5-year window is 20.18% — its NAV fell from a high on 26 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Focused Fund-Regular Plan-Growth averaged 17.67% (best 25.86%, worst 11.21%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2025, Tata Focused Fund-Regular Plan-Growth returned -0.47% — lagging the Focused Fund category average of 3.22% by 3.69 pp. It ranked #15 of 18 in its category that year.

Tata Focused Fund-Regular Plan-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Tata Focused Fund-Regular Plan-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.2%. 5-year CAGR: 11.21%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.