sectorHigh risk

Tata Focused Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Tata Mutual Fund. It's been running since 6 Dec 2019.

Latest price per unit

₹25.4444

▲ 0.36% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.7k

▼ ₹297 loss · -0.3% / year

Invested 3 years ago

₹1.35 L

▲ ₹35.4k gain · 10.6% / year

Invested 5 years ago

₹1.64 L

▲ ₹64.0k gain · 10.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.7%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-37.28%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.30%

CAGR — 3 years10.63%

CAGR — 5 years10.40%

CAGR — since launch14.86%

Volatility — 1 year (annualised)13.63%

Volatility — 3 years (annualised)14.65%

Max drawdown — 1 year-14.16%

Max drawdown — 3 years-19.60%

Sharpe ratio — 1 year (rf=6%)-0.46

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: Tata Mutual Fund
Category: Equity Scheme - Focused Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF277K017X9
ISIN (Div re-invest): —
Fund code: 147757
First price on record: 6 Dec 2019 · 1,666 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.