Tata Focused Fund Direct Growth

Scheme code: INF277K017X9 NAV value: ₹ 23.7156 NAV date: 19 March, 2026 TER: 0.71%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-7.98	96.26	17.73	23.09	11.31
3 year	11.72	34.32	19.75	20.31	16.76
5 year	13.01	29.51	21.39	21.06	15.84

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	23.09
3 year	6.28	30.95	15.04	20.31
5 year	8.38	26.02	14.22	21.06
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	23.09
3 year	6.56	19.64	13.57	20.31
5 year	9.22	12.29	10.75	21.06

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	23.09
3 year	7.68	21.49	15.06	20.31
5 year	10.37	13.5	11.93	21.06

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	23.09
3 year	8.04	32.03	17.81	20.31
5 year	8.18	28.64	15.34	21.06
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,087 - Absolute Returns: ₹1,14,087 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,61,034 - Absolute Returns: ₹10,61,034 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,44,914 - Absolute Returns: ₹31,44,914 - CAGR: %

Max Drawdown

-37.28 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.57 %

1 Y

0.6193

3 Y

0.5448

5 Y

0.5649

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.77	0.99	100.9	96.8	6.80 %	4.00 %
3 years	4.26	1.01	100.7	94.8	15.58 %	11.28 %
5 years	4.09	0.98	99.9	95.0	13.48 %	9.44 %
7 years	3.34	0.96	98.2	94.3	13.29 %	10.10 %
10 years	2.18	0.96	98.2	94.3	9.13 %	6.97 %
12 years	1.75	0.96	98.2	94.3	7.55 %	5.77 %
15 years	1.33	0.96	98.2	94.3	6.00 %	4.59 %