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Tata Focused Fund - Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Side-by-side metrics
Metric#147758
SchemeTata Focused Fund - Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
HouseTata Mutual Fund
CategoryEquity Scheme - Focused Fund
Latest NAV₹24.5064
1M return-2.69%
3M return-2.04%
6M return-1.53%
1Y return-3.97%
3Y CAGR9.25%
5Y CAGR9.58%
Inception CAGR14.23%
σ 1Y (annualized)14.21%
σ 3Y (annualized)14.84%
Max drawdown (all)-37.28%
Sharpe 1Y (rf=6%)-0.71
Sharpe 3Y (rf=6%)0.21