Tata Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 01-02-2023

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 -3.25 12.49 10.19 1.97 4,592.98
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -4.51 18.03 10.77 2.23 1,461.24
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 1.42 12.65 5.26 2.23 1,193.97
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -3.73 15.59 7.79 2.54 664.18
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 -3.81 12.87 4.92 2.53 650.83

Fund Holdings as on 31-December-2022

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • STATE BANK OF INDIA

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • A) REPO

  • HDFC BANK LTD

  • BHARTI AIRTEL LTD

  • BHARAT FORGE LTD

  • FEDERAL BANK LTD

  • NTPC LTD

  • BANK OF BARODA

  • BHARAT HEAVY ELECTRICALS LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • CIPLA LTD

  • TATA CONSULTANCY SERVICES LTD

  • INFOSYS LTD

  • AIA ENGINEERING LTD

  • DCB BANK LTD

  • HINDALCO INDUSTRIES LTD

  • DLF LTD

  • ASHOK LEYLAND LTD

  • ACC LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • BRIGADE ENTERPRISES LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • EICHER MOTORS LTD

  • MACROTECH DEVELOPERS LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • GRASIM INDUSTRIES LTD

  • RBL BANK LTD

  • CUMMINS INDIA LTD

  • THERMAX LTD

  • IDFC LTD

  • HCL TECHNOLOGIES LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • BHARTI AIRTEL LTD (RIGHT 14/10/2021) (PARTLY PAID)

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • KEC INTERNATIONAL LTD

  • PNB HOUSING FINANCE LTD

  • ADITYA BIRLA FASHION & RETAIL LTD

  • LIC HOUSING FINANCE LTD

  • HINDUSTAN AERONAUTICS LTD

  • LINDE INDIA LTD

  • INTERGLOBE AVIATION LTD

  • THE RAMCO CEMENTS LTD

  • SUMITOMO CHEMICAL INDIA LTD

  • GAIL ( INDIA ) LTD

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • Bank - Public

  • Engineering - Industrial Equipments

  • IT - Software

  • Construction - Real Estate

  • Refineries

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Power Generation/Distribution

  • Finance - Housing

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Miscellaneous

  • Forgings

  • Metal - Non Ferrous

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Diversified

  • Diesel Engines

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Compressors / Pumps

  • TV Broadcasting & Software Production

  • Retailing

  • Defence

  • Airlines

  • Pesticides & Agrochemicals

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Fund Manager

  • Education:B.Tech, PGDBM
  • Experience:23
  • Basic Details:With over 25 years of investment experience, Rahul Singh joined Tata Asset Management in October 2018 as CIO -Equities, leading the fund management and equity research teams.In his previous role at Ampersand Capital Investment Advisors LLP, Rahul was the Managing Partner. He has also worked with many reputed financial institutions like Standard Chartered Securities and Citigroup Global Markets India as Head of Equity Research.Rahul is a Bachelor of Technology in Mechanical Engineering from IIT Bombay and an alumnus of IIM Lucknow where he pursued his Master of Business Administration in Finance and Financial Management Services.
  • Funds Managed:
  • Tata Balanced Advantage Fund
  • Tata Balanced Advantage Fund
  • Tata Business Cycle Fund
  • Tata Business Cycle Fund
  • Tata Multi Asset Opportunities Fund
  • Tata Multi Asset Opportunities Fund
  • Cash

  • Equity

  • MFU

  • Rights

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About Tata Business Cycle Fund

Scheme Analysis

Tata Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 04-Aug-2021 and currently has an AUM of ₹945.54 crore. Tata Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Business Cycle Fund ended down ₹-0.09(-0.76%)yesterday to ₹11.4101.

Among its top 3 holdings the fund has exposure to ICICI BANK LTD, and

The Tata Business Cycle Fund is managed by Murthy Nagarajan and Sailesh Jain.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782