Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.35 %Nav, as on 05-12-2024

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  • Net Change on 05-12-2024

  • PersonalFN Rating

  • 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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 30.02 26.88 27.30 1.62 24,143.14
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 35.38 27.71 27.56 1.81 6,716.59
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 22.74 13.07 16.65 1.93 5,750.44
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 46.75 28.17 28.62 1.81 5,622.81
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 47.19 37.57 25.82 1.88 4,471.14

Fund Holdings as on 31-October-2024

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • BHARTI AIRTEL LTD

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • CASH / NET CURRENT ASSET

  • KEC INTERNATIONAL LTD

  • HDFC LIFE INSURANCE CO. LTD

  • METROPOLIS HEALTHCARE LTD

  • CUMMINS INDIA LTD

  • CIPLA LTD

  • ZOMATO LTD

  • ZYDUS LIFESCIENCES LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • GODREJ PROPERTIES LTD

  • STATE BANK OF INDIA

  • ADANI ENERGY SOLUTIONS LTD

  • INDUSIND BANK LTD

  • VEDANT FASHIONS LTD

  • PI INDUSTRIES LTD

  • AUROBINDO PHARMA LTD

  • NUVOCO VISTAS CORPORATION LTD

  • THE RAMCO CEMENTS LTD

  • BANDHAN BANK LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • ASIAN PAINTS (INDIA) LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • G R INFRAPROJECTS LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • ADANI POWER LTD

  • MUTHOOT FINANCE LTD

  • GE T & D INDIA LTD

  • PG ELECTROPLAST LTD

  • PB FINTECH LTD

  • BRIGADE ENTERPRISES LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • QUESS CORP LTD

  • TATA CONSULTANCY SERVICES LTD

  • AMBUJA CEMENTS LTD

  • INFOSYS LTD

  • DABUR INDIA LTD

  • TARC LTD

  • HCL TECHNOLOGIES LTD

  • FEDERAL BANK LTD

  • POWER FINANCE CORPORATION LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • BAJAJ FINSERV LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • THERMAX LTD

  • PVR INOX LTD

  • JINDAL STEEL & POWER LTD

  • SPICEJET LTD

  • AIA ENGINEERING LTD

  • TEAMLEASE SERVICES LTD

  • HINDUSTAN UNILEVER LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • BAJAJ FINANCE LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • GO FASHION (INDIA) LTD

  • DCB BANK LTD

  • HERO MOTOCORP LTD

  • PNB HOUSING FINANCE LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • ACC LTD

  • SAMHI HOTELS LTD

  • CIE AUTOMOTIVE INDIA LTD

  • SOBHA LTD

  • RATEGAIN TRAVEL TECHNOLOGIES LTD

  • SWAN ENERGY LTD

  • NTPC LTD

  • ORCHID PHARMA LTD

  • TATA MOTORS LTD

  • VOLTAS LTD

  • PRAVEG LTD

  • JUPITER WAGONS LTD

  • JUNIPER HOTELS LTD

  • A) REPO

  • SOBHA LTD - RIGHTS - 19.06.2024

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Insurance

  • Construction - Real Estate

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Miscellaneous

  • Finance - Housing

  • Textile

  • Diesel Engines

  • Household & Personal Products

  • e-Commerce

  • Bank - Public

  • Pesticides & Agrochemicals

  • Paints

  • Professional Services

  • Port

  • Electric Equipment

  • Consumer Durables - Domestic Appliances

  • Fintech

  • BPO/ITeS

  • Finance Term Lending

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • Compressors / Pumps

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Steel/Sponge Iron/Pig Iron

  • Airlines

  • Castings/Forgings

  • Retailing

  • Automobile Two & Three Wheelers

  • Diversified

  • Forgings

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Railways Wagons

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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 ₹2,885.41 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 ₹0.07(0.35%)yesterday to ₹19.6129.

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

022 6282 7777
service@tataamc.com
+91 (22) 22613782