Tata Business Cycle Fund - Growth - Regular Plan

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  • 0.79 %Nav, as on 26-05-2023

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  • Net Change on 26-05-2023

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  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 15.61 26.25 11.90 2.02 4,543.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 14.90 27.17 13.22 2.12 1,570.10
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 20.33 30.12 8.21 2.27 1,108.40
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 7.59 25.21 11.49 2.27 872.15
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 30.06 32.28 12.20 2.45 681.73

Fund Holdings as on 30-April-2023

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • LARSEN & TOUBRO LTD

  • STATE BANK OF INDIA

  • HDFC BANK LTD

  • AXIS BANK LTD

  • BHARTI AIRTEL LTD

  • NTPC LTD

  • FEDERAL BANK LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BANK OF BARODA

  • TATA CONSULTANCY SERVICES LTD

  • DLF LTD

  • THERMAX LTD

  • BRIGADE ENTERPRISES LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • EICHER MOTORS LTD

  • AIA ENGINEERING LTD

  • INFOSYS LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • CIPLA LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • DCB BANK LTD

  • HINDALCO INDUSTRIES LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • INTERGLOBE AVIATION LTD

  • ASHOK LEYLAND LTD

  • CUMMINS INDIA LTD

  • MACROTECH DEVELOPERS LTD

  • ACC LTD

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • BHARAT FORGE LTD

  • PVR LTD

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

  • PNB HOUSING FINANCE LTD

  • HINDUSTAN AERONAUTICS LTD

  • GAIL ( INDIA ) LTD

  • RBL BANK LTD

  • THE RAMCO CEMENTS LTD

  • KEC INTERNATIONAL LTD

  • ADITYA BIRLA FASHION & RETAIL LTD

  • LINDE INDIA LTD

  • IDFC LTD

  • A) REPO

  • EQUITAS SMALL FINANCE BANK LTD

  • HINDUSTAN UNILEVER LTD

  • GLAND PHARMA LTD

  • LIC HOUSING FINANCE LTD

  • HCL TECHNOLOGIES LTD

  • SUMITOMO CHEMICAL INDIA LTD

  • MAHINDRA CIE AUTOMOTIVE LTD

  • CASH / NET CURRENT ASSET

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Bank - Public

  • Construction - Real Estate

  • IT - Software

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Power Generation/Distribution

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Castings/Forgings

  • Forgings

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Airlines

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • TV Broadcasting & Software Production

  • Compressors / Pumps

  • Film Production, Distribution & Entertainment

  • Miscellaneous

  • Defence

  • Retailing

  • Finance - NBFC

  • Household & Personal Products

  • Pesticides & Agrochemicals

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Fund Manager

  • 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 ₹927.81 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 up ₹0.09(0.79%)yesterday to ₹11.9187.

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