₹ 2,200.75 Cr
1.97%
NIFTY 500 TRI
INF277KA1190
5000.0
1000.0
500
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Tata Business Cycle Fund-Regular Plan-Growth | 51.61 | - | - |
NIFTY 500 TRI | 37.82 | 19.73 | 18.98 |
Equity
Debt
Others
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Company | Holdings (%) |
---|---|
Others | 6.42 |
Reliance Industries Ltd. | 5.13 |
HDFC Bank Ltd. | 4.62 |
ICICI Bank Ltd. | 4.46 |
Larsen & Toubro Ltd. | 3.51 |
State Bank of India | 3.11 |
Tata Consultancy Services Ltd. | 2.93 |
NTPC Ltd. | 2.67 |
Bharti Airtel Ltd. | 2.19 |
Cummins India Ltd. | 2.12 |
Sector | Holdings (%) |
---|---|
Financial | 23.41 |
Energy | 13.26 |
Construction | 9.28 |
Healthcare | 9.25 |
Others | 8.67 |
Capital Goods | 7.22 |
Technology | 5.63 |
Services | 5.38 |
Metals & Mining | 3.92 |
Materials | 3.48 |
Scheme Name | 5Y (%) |
---|---|
Tata Business Cycle Fund Reg Gr | 0.0 |
Franklin India Opportunities Gr | 26.12 |
ICICI Prudential Innovation Fund Gr | 0.0 |
HDFC Housing Opportunities Reg Gr | 18.96 |
ICICI Pru Business Cycle Fund Gr | 0.0 |
HSBC Business Cycles Fund Reg Gr | 21.21 |
SBI Magnum Comma Fund Reg Gr | 22.78 |
ICICI Pru India Opportunities Cum | 24.43 |
ICICI Pru Commodities Gr | 0.0 |
Taurus Ethical Fund Reg Gr | 19.69 |