- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ 23.4413 ↓ -1.26%
[as on 13 February, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Tata Focused Fund-Regular Plan-Growth and its peers as on 13 February, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Tata Focused Fund-Regular Plan-Growth | -1.68% | -1.26% | -0.63% | -0.14% | -1.49% | 8.91% | 15.4% | 13.16% | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | -1.76% | -1.47% | -0.1% | -0.97% | 1.17% | 16.25% | 19.61% | 14.8% | 16.61% | 16.28% |
| ICICI Prudential Focused Equity Fund - Growth | -1.67% | -1.15% | 0.02% | -0.48% | 0.44% | 19.41% | 23.33% | 19.17% | 19.62% | 17.58% |
| HDFC Focused Fund - GROWTH PLAN | 0.13% | -0.72% | 0.52% | 0.56% | 0.7% | 15.38% | 22.09% | 21.79% | 19.44% | 17.11% |
| Nippon India Focused Fund -Growth Plan -Growth Option | -1.97% | -1.43% | 0.24% | -0.38% | -1.05% | 13.5% | 15.57% | 13.58% | 16.56% | 15.81% |
| Kotak Focused Fund- Regular plan _ Growth Option | 0.26% | -1.2% | 0.49% | 1.66% | 2.58% | 21.07% | 18.33% | 14.51% | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | 12.22% | 34.41% | 3.81% | 27.58% | 18.37% | -0.09% |
Discrete returns (monthly)
| Month | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 |
|---|
| Returns | 4.38% | 2.17% | 2.69% | -0.88% | 1.22% | -0.35% | 2.14% | 0.88% | -0.81% | -3.84% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|
| Returns | 9.77% | -5.96% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 91.39% |
0.00% (Arbitrage: 0.00%) |
0.61% |
0.00% |
8.00% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| HDFC BANK LTD | HDFCBANK (INE040A01034) | Banks | 9.38% |
| AXIS BANK LTD | AXISBANK (INE238A01034) | Banks | 7.59% |
| TECH MAHINDRA LTD | TECHM (INE669C01036) | IT - Software | 7.44% |
| ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 5.10% |
| RELIANCE INDUSTRIES LTD | RELIANCE (INE002A01018) | Petroleum Products | 4.43% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | ADANIPORTS (INE742F01042) | Transport Infrastructure | 3.96% |
| NTPC LTD | NTPC (INE733E01010) | Power | 3.66% |
| METROPOLIS HEALTHCARE LTD | METROPOLIS (INE112L01020) | Healthcare Services | 3.66% |
| SBI LIFE INSURANCE COMPANY LTD | SBILIFE (INE123W01016) | Insurance | 3.42% |
| LARSEN & TOUBRO LTD | LT (INE018A01030) | Construction | 3.39% |
| INFOSYS LTD | INFY (INE009A01021) | IT - Software | 3.30% |
| ALKEM LABORATORIES LTD | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 3.12% |
| HEALTHCARE GLOBAL ENTERPRISES LTD | HCG (INE075I01017) | Healthcare Services | 3.04% |
| AMBUJA CEMENTS LTD | AMBUJACEM (INE079A01024) | Cement & Cement Products | 3.03% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | MOTHERSON (INE775A01035) | Auto Components | 3.02% |
| ULTRATECH CEMENT LTD | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 2.95% |
| GODREJ PROPERTIES LTD | GODREJPROP (INE484J01027) | Realty | 2.92% |
| PAGE INDUSTRIES LTD | PAGEIND (INE761H01022) | Textiles & Apparels | 2.83% |
| FIRSTSOURCE SOLUTIONS LTD | FSL (INE684F01012) | Commercial Services & Supplies | 2.53% |
| SUN PHARMACEUTICAL INDUSTRIES LTD | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 2.42% |
| POWER FINANCE CORPORATION LTD | PFC (INE134E01011) | Finance | 2.32% |
| JUBILANT FOODWORKS LTD | JUBLFOOD (INE797F01020) | Leisure Services | 2.24% |
| ADANI POWER LTD | ADANIPOWER (INE814H01029) | Power | 1.90% |
| PNC INFRATECH LTD | PNCINFRA (INE195J01029) | Construction | 1.89% |
| HINDUSTAN UNILEVER LTD | HINDUNILVR (INE030A01027) | Diversified FMCG | 1.85% |
Portfolio data is as on date 31 October, 2025
NAV history
Tata Focused Fund-Regular Plan-Growth - 30 days NAV (Net asset value) history
| Date | NAV |
|---|
| 13 February, 2026 | 23.4413 |
| 12 February, 2026 | 23.7408 |
| 11 February, 2026 | 23.8974 |
| 10 February, 2026 | 23.8794 |
| 9 February, 2026 | 23.7306 |
| 6 February, 2026 | 23.5888 |
| 5 February, 2026 | 23.6855 |
| 4 February, 2026 | 23.6943 |
| 3 February, 2026 | 23.5286 |
| 2 February, 2026 | 22.9279 |
| 30 January, 2026 | 23.0521 |
| 29 January, 2026 | 23.0643 |
| 28 January, 2026 | 22.9689 |
| 27 January, 2026 | 22.8350 |
| 23 January, 2026 | 22.6461 |
| 22 January, 2026 | 23.0083 |
| 21 January, 2026 | 22.9416 |
| 20 January, 2026 | 23.0385 |
| 19 January, 2026 | 23.4272 |
| 16 January, 2026 | 23.5545 |
| 14 January, 2026 | 23.4512 |
| 13 January, 2026 | 23.4739 |
| 12 January, 2026 | 23.4806 |
| 9 January, 2026 | 23.4606 |
| 8 January, 2026 | 23.7329 |
| 7 January, 2026 | 24.0343 |
| 6 January, 2026 | 24.0566 |
| 5 January, 2026 | 24.0647 |
| 2 January, 2026 | 24.0548 |
| 1 January, 2026 | 23.8426 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Focused Fund-Regular Plan-Growth?
The latest NAV of Tata Focused Fund-Regular Plan-Growth is 23.4413 as on 13 February, 2026.
What are YTD (year to date) returns of Tata Focused Fund-Regular Plan-Growth?
The YTD (year to date) returns of Tata Focused Fund-Regular Plan-Growth are -1.68% as on 13 February, 2026.
What are 1 year returns of Tata Focused Fund-Regular Plan-Growth?
The 1 year returns of Tata Focused Fund-Regular Plan-Growth are 8.91% as on 13 February, 2026.
What are 3 year CAGR returns of Tata Focused Fund-Regular Plan-Growth?
The 3 year annualized returns (CAGR) of Tata Focused Fund-Regular Plan-Growth are 15.4% as on 13 February, 2026.
What are 5 year CAGR returns of Tata Focused Fund-Regular Plan-Growth?
The 5 year annualized returns (CAGR) of Tata Focused Fund-Regular Plan-Growth are 13.16% as on 13 February, 2026.