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Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment

Category: Equity: Thematic-Business-Cycle Launch Date: 04-08-2021
AUM:

₹ 2,837.23 Cr

Expense Ratio

1.92%

Benchmark

NIFTY 500 TRI

ISIN

INF277KA1216

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

100

Fund Manager

FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment -6.93 19.04 -
NIFTY 500 TRI -1.2 16.5 20.88
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
18.9114
Last change
0.02 (0.0894%)
Fund Size (AUM)
₹ 2,837.23 Cr
Performance
16.84% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Manager
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
RELIANCE INDUSTRIES LIMITED EQ 6.2
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.87
JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 2.94
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.87
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.73
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- 2.71
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- 2.55
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.54
LUPIN LIMITED EQ NEW F.V. RS.2/- 2.46
SHREE CEMENT LIMITED EQ 2.26

Sector Allocation

Sector Holdings (%)
Financial Services 32.78
Healthcare 9.43
Construction Materials 8.48
Oil, Gas & Consumable Fuels 6.2
Construction 5.5
Metals & Mining 5.37
Services 4.94
Fast Moving Consumer Goods 4.48
Power 3.83
Information Technology 2.82

Peer Comparison

Scheme Name 5Y (%)
Tata Business Cycle Fund Reg IDCW Reinvestment 0.0
Motilal Oswal Business Cycle Fund Reg Gr 0.0
ICICI Pru Business Cycle Fund Gr 0.0
Sundaram Business Cycle Fund Reg Gr 0.0
Kotak Business Cycle Fund Reg Gr 0.0
HDFC Business Cycle Fund Gr 0.0
Axis Business Cycles Fund Reg Gr 0.0
HSBC Business Cycles Fund Reg Gr 24.43
ABSL Business Cycle Fund Reg Gr 0.0
Union Business Cycle Reg Gr 0.0