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MF_147757

Tata Focused Fund-Direct Plan-Growth

Equity Scheme - Focused Fund

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End Amount
₹23,686.10
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.30%
MF_147757 Return
Benchmark CAGR
11.30%
Nifty 50
Inflation Adj. CAGR
8.06%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.67
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 18% 14%
60 days 59% 12% 9%
90 days 63% 10% 8%
180 days 63% 8% 4%
1Yr 72% 6% 3%
3Yr 100% 4% 0%
5Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Focused Fund-Direct Plan-Growth Nifty 50
30 days -13.9% | -68.4% | 19.1% | 218.4% 26.6% | -64.4% | 13.6% | 210.5%
60 days -38.8% | -57.0% | 17.6% | 142.5% -23.0% | -52.8% | 14.4% | 143.7%
90 days -35.2% | -65.6% | 17.8% | 121.0% -25.0% | -65.3% | 15.4% | 122.8%
1 Year -10.3% | -4.9% | 14.1% | 66.7% -10.0% | -5.9% | 12.2% | 62.8%
3 Years 8.4% | 8.6% | 18.7% | 29.1% 7.7% | 6.8% | 14.9% | 27.1%
5 Years 8.1% | 8.4% | 18.7% | 27.1% 6.4% | 5.9% | 15.3% | 23.9%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 6, 2020 Nov. 7, 2020 275 days 37% Nifty 50: 37% 10275 6444 10416
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 12173 11380 12310
March 3, 2021 May 22, 2021 80 days 7% Nifty 50: 6% 13186 12272 13202
Nov. 15, 2021 Jan. 12, 2022 58 days 8% Nifty 50: 8% 16264 14888 16403
Jan. 17, 2022 Nov. 1, 2022 288 days 17% Nifty 50: 16% 16557 13719 16675
Dec. 14, 2022 June 7, 2023 175 days 10% Nifty 50: 9% 17201 15445 17279
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 19279 18222 19312
March 4, 2024 April 4, 2024 31 days 5% Nifty 50: 3% 22686 21522 22753
Sept. 26, 2024 Oct. 30, 2026 764 days 20% Nifty 50: 15% 27744 22305 23686