Tata Business Cycle Fund - Growth - Regular Plan

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  • (-0.13%)Nav, as on 22-09-2023

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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 (₹)

  • 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 12.42 21.30 13.26 1.99 4,978
Tata Ethical Fund Regular Plan - Growth May 24, 1996 14.37 23.07 15.31 2.08 1,879.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 25.22 28.80 15.99 2.27 1,177.68
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 20.50 29.58 12.17 2.26 1,153.90
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 12.04 23.88 17.60 2.24 952.98

Fund Holdings as on 31-August-2023

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • LARSEN & TOUBRO LTD

  • (A) TREPS

  • NTPC LTD

  • AXIS BANK LTD

  • STATE BANK OF INDIA

  • BHARTI AIRTEL LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • FEDERAL BANK LTD

  • THERMAX LTD

  • AIA ENGINEERING LTD

  • JUPITER WAGONS LTD

  • CIPLA LTD

  • BRIGADE ENTERPRISES LTD

  • TATA CONSULTANCY SERVICES LTD

  • CASH / NET CURRENT ASSET

  • POWER GRID CORPORATION OF INDIA LTD

  • DCB BANK LTD

  • KEC INTERNATIONAL LTD

  • DLF LTD

  • HINDALCO INDUSTRIES LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • CUMMINS INDIA LTD

  • ACC LTD

  • BANK OF BARODA

  • INTERGLOBE AVIATION LTD

  • ASHOK LEYLAND LTD

  • PNB HOUSING FINANCE LTD

  • MACROTECH DEVELOPERS LTD

  • PVR INOX LTD

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • THE RAMCO CEMENTS LTD

  • TATA POWER COMPANY LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • NCC LTD

  • ZYDUS LIFESCIENCES LTD

  • BALRAMPUR CHINI MILLS LTD

  • RBL BANK LTD

  • SUN TV NETWORK LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

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

  • TVS SUPPLY CHAIN SOLUTIONS LTD

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD

  • LINDE INDIA LTD

  • EQUITAS SMALL FINANCE BANK LTD

  • INFOSYS LTD

  • GAIL ( INDIA ) LTD

  • JINDAL STEEL & POWER LTD

  • AUROBINDO PHARMA LTD

  • 3M INDIA LTD

  • CIE AUTOMOTIVE INDIA LTD

  • PIRAMAL ENTERPRISES LTD

  • ALKEM LABORATORIES LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • HCL TECHNOLOGIES LTD

  • TORRENT POWER LTD

  • ANGEL ONE LTD

  • POWER FINANCE CORPORATION LTD

  • JIO FINANCIAL SERVICES LTD

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Construction - Real Estate

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Refineries

  • Bank - Public

  • IT - Software

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • TV Broadcasting & Software Production

  • Castings/Forgings

  • Auto Ancillary

  • Industrial Gases & Fuels

  • Metal - Non Ferrous

  • Diesel Engines

  • Airlines

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Film Production, Distribution & Entertainment

  • Compressors / Pumps

  • Sugar

  • Hospital & Healthcare Services

  • Logistics

  • Finance - Asset Management

  • Steel/Sponge Iron/Pig Iron

  • Forgings

  • Diversified

  • Finance - NBFC

  • Finance - Stock Broking

  • Insurance

  • Finance Term Lending

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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 ₹1,177.21 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 ₹-0.02(-0.13%)yesterday to ₹13.9064.

Among its top 3 holdings the fund has exposure to HDFC 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