{"id":249483,"date":"2026-09-16T14:03:57","date_gmt":"2026-09-16T08:33:57","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T14:03:57","modified_gmt":"2026-09-16T08:33:57","slug":"tata-focused-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Focused Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-focused-fund-g-direct-plan\">Tata Focused Fund Direct Growth Plan<\/a> currently has a NAV of \u20b924.4069 as of 15 September 2026 and an AUM of \u20b91,755 Cr. Its 1-year, 3-year and 5-year returns are -3.64%, 8.84% and 9.79% respectively. The fund sits in the High Risk category, so our view is that it fits investors who can tolerate sharp swings and want a focused equity portfolio rather than a broad, smoother market-style exposure.<\/p>\n<p>Recent performance has been weak, but the longer track record is more balanced. The portfolio is concentrated, with banks, IT, telecom, healthcare, power and consumer-facing names all playing a visible role, so the fund may move differently from the benchmark over time.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Focused\" title=\"Should you BUY or HOLD Tata Focused?\">Should you BUY or HOLD Tata Focused?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-focused-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b924.4069 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,755 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.64%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>05 Dec 2019<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Anand Sharma, Hasmukh Vishariya<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Anand Sharma and Hasmukh Vishariya.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.56%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-3.99%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-3.64%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>8.84%<\/td>\n<td>5.59%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>9.79%<\/td>\n<td>5.58%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent numbers show a softer run. The fund has been negative over 1 month, 3 months and 1 year, which tells us that the recent stretch has been difficult even though the 1-year figure is still better than the benchmark\u2019s deeper decline.<\/p>\n<p>At the same time, the 3-year and 5-year figures remain ahead of the benchmark. That gap matters because it suggests the strategy has created value over a longer period even after a weaker near-term phase.<\/p>\n<p>The pattern in the return path is not smooth. There was a clear build-up over the middle part of the 3-year and 5-year windows, followed by a more uneven phase later on, so investors have had to accept meaningful volatility alongside periods of strong compounding.<\/p>\n<p>Compared with the Nifty 50, the fund has shown a very different short-term profile but a better medium- to long-term result. Our reading is that this is a fund where the longer holding period has mattered more than the latest quarter or year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Focused\"><\/span>Should you BUY or HOLD Tata Focused?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Focused? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-focused-fund-g-direct-plan\">Tata Focused Fund Direct Growth Plan<\/a><\/td>\n<td>-3.64%<\/td>\n<td>8.84%<\/td>\n<td>9.79%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-focused-fund-g-direct-plan\">Motilal Oswal Focused Fund Direct Growth Plan<\/a><\/td>\n<td>22.84%<\/td>\n<td>13.21%<\/td>\n<td>10.13%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-focused-fund-g-direct-plan\">Old Bridge Focused Fund Direct Growth Plan<\/a><\/td>\n<td>14.09%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-focused-fund-g-direct-plan\">SBI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>12.8%<\/td>\n<td>15.38%<\/td>\n<td>12.15%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-focused-fund-g-direct-plan\">Quant Focused Fund Direct Growth Plan<\/a><\/td>\n<td>11.1%<\/td>\n<td>12.62%<\/td>\n<td>13.61%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-focused-fund-g-direct-plan\">ITI Focused Fund Direct Growth Plan<\/a><\/td>\n<td>7.42%<\/td>\n<td>16.93%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the 1-year measure, the fund trails the stronger peer outcomes and is one of the weaker recent performers in this set. The 3-year and 5-year numbers are more respectable, but the available peer figures still show that several peers have been stronger over those horizons as well. That means the short-term story is clearly different from the longer-term story, and the fund\u2019s appeal rests more on its longer record than on its latest year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>7.72%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>7.02%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>6.18%<\/td>\n<\/tr>\n<tr>\n<td>Ultratech Cement Ltd<\/td>\n<td>Construction Materials<\/td>\n<td>5.04%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd<\/td>\n<td>Crude Oil<\/td>\n<td>4.9%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd<\/td>\n<td>IT<\/td>\n<td>4.25%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd<\/td>\n<td>Telecom<\/td>\n<td>4.22%<\/td>\n<\/tr>\n<tr>\n<td>Healthcare Global Enterprises Ltd<\/td>\n<td>Healthcare<\/td>\n<td>4.22%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd<\/td>\n<td>Power<\/td>\n<td>4.17%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.04%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 51.76% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-focused-fund-g-direct-plan\">Tata Focused Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd, stands at 7.72%, which is a meaningful single-stock position but not an extreme one on its own. The gap from the first holding to the tenth holding is moderate rather than abrupt, because the list remains populated by several holdings in the 4% to 7% range.<\/p>\n<p>That pattern suggests the portfolio may be concentrated in a handful of influential positions while still keeping room for a broader set of contributors. With 30 total disclosed holdings and the top 10 accounting for 51.76%, the fund could experience noticeable stock-specific influence without being driven by just one or two names.<\/p>\n<p>The sector spread in the top holdings also points to a mix of financials, infrastructure-linked businesses, technology, telecom, healthcare, power and autos. That spread may help balance the portfolio, but the fund still looks focused enough that individual positions can matter materially.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can tolerate High Risk and are comfortable with a focused equity style. The 1-year decline alongside stronger 3-year and 5-year returns suggests that patience has mattered more than short-term timing.<\/p>\n<p>It may appeal to investors with a medium- to long-term horizon who are willing to accept uneven performance in exchange for the possibility of stronger compounding than the benchmark over time. The main trade-off is clear: the portfolio can outperform over longer stretches, but it may also go through weak periods that test discipline.<\/p>\n<p>Because the holdings are concentrated and the portfolio leans heavily on a few large positions, this is better suited to investors who are already comfortable with equity volatility rather than those seeking steadier market-like movement.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.50% if units are sold within 30 days; no exit load after 30 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Tata Focused Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b924.4069 as of 15 September 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are -3.64% over 1 year, 8.84% over 3 years and 9.79% over 5 years.<\/p>\n<p><strong>How does the fund compare with the benchmark?<\/strong><br \/>It is ahead of the Nifty 50 over 3 years and 5 years, while its 1-year return is less negative than the benchmark\u2019s 1-year decline.<\/p>\n<p><strong>How does it compare with peer funds on recent returns?<\/strong><br \/>Its 1-year return is weaker than several peers in the comparison set, while its 3-year and 5-year figures are also behind some of the stronger peer outcomes where those data are available.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>Yes. The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>What risk profile and exit load should investors note?<\/strong><br \/>The fund is classified as High Risk. The exit load is 0.50% if units are sold within 30 days, and there is no exit load after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Focused Fund Direct Growth Plan has a mixed recent record but a better longer-term showing. The 1-year figure is weak, yet the 3-year and 5-year returns still hold above the benchmark, which means the fund\u2019s longer holding-period case is stronger than its latest year. Peer data tell a similar story: the fund does not stand out on recent performance, and several peers have been stronger where figures are available. The concentrated portfolio and High Risk label make it suitable only for investors who can live with volatility and stay invested long enough for the longer-term pattern to matter.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 2:03 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Focused Fund Direct Growth Plan\",\"identifier\":\"tata-focused-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"05 Dec 2019\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":24.4069,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1755 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.64\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-3.64},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":8.84},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":9.79},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Anand Sharma, Hasmukh Vishariya\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Focused Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b924.4069 as of 15 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are -3.64% over 1 year, 8.84% over 3 years and 9.79% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is ahead of the Nifty 50 over 3 years and 5 years, while its 1-year return is less negative than the benchmark\u2019s 1-year decline.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than several peers in the comparison set, while its 3-year and 5-year figures are also behind some of the stronger peer outcomes where those data are available.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What risk profile and exit load should investors note?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is classified as High Risk. The exit load is 0.50% if units are sold within 30 days, and there is no exit load after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Focused Fund Direct Growth Plan has a NAV of \u20b924.4069 as of 15 September 2026, AUM of \u20b91,755 Cr and High Risk classification. Its returns are -3.64% over 1 year, 8.84% over 3 years and 9.79% over 5 years, with a concentrated equity portfolio and longer-term performance ahead of the benchmark.<\/p>\n","protected":false},"author":38,"featured_media":249482,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-249483","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["249482"],"rank_math_title":["Tata Focused Fund NAV, Returns, Review 2026"],"rank_math_description":["Tata Focused Fund Direct Growth Plan NAV is \u20b924.4069 as of 15 Sep 2026; returns are -3.64% (1Y), 8.84% (3Y) and 9.79% (5Y)."],"rank_math_focus_keyword":["Tata Focused Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Focused_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/249483","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=249483"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/249483\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/249482"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=249483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=249483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=249483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}