What is the 5-year rolling return of Tata Focused Fund?

Across 467 overlapping 5-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 18.25% a year, with a median of 18.76%. The best 5-year stretch returned 29.60% a year and the worst returned 8.18%.

Has Tata Focused Fund ever lost money over 5 years?

No. Every one of the 467 5-year holding periods in this fund's history ended in profit. The weakest returned 8.18% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Tata Focused Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.25% a year on the Direct plan against 16.39% on the Regular plan, a difference of 1.86% a year.

What is the 1-year rolling return of Tata Focused Fund?

Across 1,451 overlapping 1-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 20.75% a year, with a median of 14.22%. The best 1-year stretch returned 96.26% a year and the worst returned -8.04%.

What is the 3-year rolling return of Tata Focused Fund?

Across 960 overlapping 3-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 19.12% a year, with a median of 18.73%. The best 3-year stretch returned 34.32% a year and the worst returned 7.44%.

Tata Mutual Fund

Tata Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

1,694 daily NAV records since 6 December 2019

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 467 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 6 December 2019 to 16 October 2026

Average rolling return

18.25%

Windows computed

467

Median return

18.76%

Standard deviation

5.09%

Best 5-year window

29.60%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

8.18%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (467 of 467)
Above 8%: 100.0% (467 of 467)
Above 12%: 89.5% (418 of 467)
Above 15%: 66.4% (310 of 467)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 95 of 467 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Tata Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	20.75%	19.12%	18.25%	—	—
Median	14.22%	18.73%	18.76%	—	—
Minimum	-8.04%	7.44%	8.18%	—	—
Maximum	96.26%	34.32%	29.60%	—	—
Std deviation	21.10%	4.75%	5.09%	—	—
Consistency
Above 0%	88.70%	100.00%	100.00%	—	—
Above 8%	60.58%	99.48%	100.00%	—	—
Above 12%	53.41%	94.58%	89.51%	—	—
Above 15%	48.93%	82.60%	66.38%	—	—
Coverage
Windows computed	1,451	960	467	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.86% a year more than Regular.

5-year rolling returns for Tata Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	18.25%	16.39%
Best window	29.60%from 23 Mar 2020	27.49%from 23 Mar 2020
Worst window	8.18%from 14 Oct 2021	6.55%from 14 Oct 2021
Windows computed	467	467

Common questions about Tata Focused Fund

What is the 5-year rolling return of Tata Focused Fund?: Across 467 overlapping 5-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 18.25% a year, with a median of 18.76%. The best 5-year stretch returned 29.60% a year and the worst returned 8.18%.
Has Tata Focused Fund ever lost money over 5 years?: No. Every one of the 467 5-year holding periods in this fund's history ended in profit. The weakest returned 8.18% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Tata Focused Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.25% a year on the Direct plan against 16.39% on the Regular plan, a difference of 1.86% a year.
What is the 1-year rolling return of Tata Focused Fund?: Across 1,451 overlapping 1-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 20.75% a year, with a median of 14.22%. The best 1-year stretch returned 96.26% a year and the worst returned -8.04%.
What is the 3-year rolling return of Tata Focused Fund?: Across 960 overlapping 3-year holding periods between 6 December 2019 and 16 October 2026, the Direct plan of Tata Focused Fund returned an average of 19.12% a year, with a median of 18.73%. The best 3-year stretch returned 34.32% a year and the worst returned 7.44%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.