Tata Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 26-11-2021

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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 (₹)

  • 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 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 37.92 19.72 15.95 2.11 4,529.79
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 81.73 40.20 32.53 2.02 3,842.31
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 76.61 41.36 32.15 2.19 2,658.13
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 40.41 20.77 18.62 2.22 2,544.61
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 62.15 18.86 14.37 2.55 1,301.52

Fund Holdings as on 31-October-2021

  • A) REPO

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • LARSEN & TOUBRO LTD

  • STATE BANK OF INDIA

  • BHARAT FORGE LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • AXIS BANK LTD

  • HDFC BANK LTD

  • HINDALCO INDUSTRIES LTD

  • BANK OF BARODA

  • NTPC LTD

  • TATA CONSULTANCY SERVICES LTD

  • CIPLA LTD

  • HCL TECHNOLOGIES LTD

  • ASHOK LEYLAND LTD

  • BHARTI AIRTEL LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • ACC LTD

  • TECH MAHINDRA LTD

  • GRASIM INDUSTRIES LTD

  • KEC INTERNATIONAL LTD

  • BRIGADE ENTERPRISES LTD

  • CESC LTD

  • DLF LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • CUMMINS INDIA LTD

  • THERMAX LTD

  • INFOSYS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • AIA ENGINEERING LTD

  • TATA STEEL LTD

  • DR REDDYs LABORATORIES LTD

  • RBL BANK LTD

  • FEDERAL BANK LTD

  • SIEMENS LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • PNB HOUSING FINANCE LTD

  • ABB INDIA LTD

  • NATIONAL ALUMINIUM CO. LTD

  • TATA MOTORS LTD

  • IDFC LTD

  • JINDAL STEEL & POWER LTD

  • EICHER MOTORS LTD

  • GAIL ( INDIA ) LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • MARUTI SUZUKI INDIA LTD

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

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Miscellaneous

  • Refineries

  • Engineering - Construction

  • Power Generation/Distribution

  • Forgings

  • Construction - Real Estate

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Metal - Non Ferrous

  • Electric Equipment

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Diversified

  • Diesel Engines

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Aluminium & Aluminium Products

  • Finance - NBFC

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Automobiles - Passenger Cars

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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 Focused Equity Fund
  • Tata Multi Asset Opportunities Fund
  • Cash

  • Equity

  • REITs & InvITs

  • 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 ₹935.82 crore. Tata Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Tata Business Cycle Fund ended down ₹-0.32(-3.04%)yesterday to ₹10.2685.

Among its top 3 holdings the fund has exposure to A) REPO, and

The Tata Business Cycle Fund is managed by Murthy Nagarajan and Rahul Singh (Tata).

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