Tata Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 22-04-2024

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 51.47 32.12 22.36 1.66 17,992.31
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 31.00 16.13 14.86 1.94 5,525.30
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 65.93 31.60 24.26 1.90 3,373.45
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 59.72 28.37 19.12 1.95 3,107.87
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 72.88 28.34 23.15 1.89 2,950.35

Fund Holdings as on 31-March-2024

  • RELIANCE INDUSTRIES LTD

  • CASH / NET CURRENT ASSET

  • ICICI BANK LTD

  • HDFC BANK LTD

  • LARSEN & TOUBRO LTD

  • NTPC LTD

  • A) REPO

  • STATE BANK OF INDIA

  • TATA CONSULTANCY SERVICES LTD

  • BHARTI AIRTEL LTD

  • ZYDUS LIFESCIENCES LTD

  • CUMMINS INDIA LTD

  • CIPLA LTD

  • KEC INTERNATIONAL LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • GAIL ( INDIA ) LTD

  • AXIS BANK LTD

  • PI INDUSTRIES LTD

  • THERMAX LTD

  • INDUSIND BANK LTD

  • BRIGADE ENTERPRISES LTD

  • AUROBINDO PHARMA LTD

  • COAL INDIA LTD

  • DLF LTD

  • AIA ENGINEERING LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • ACC LTD

  • INTERGLOBE AVIATION LTD

  • HCL TECHNOLOGIES LTD

  • G R INFRAPROJECTS LTD

  • FEDERAL BANK LTD

  • ZOMATO LTD

  • HINDALCO INDUSTRIES LTD

  • THE RAMCO CEMENTS LTD

  • PVR INOX LTD

  • JUPITER WAGONS LTD

  • ALKEM LABORATORIES LTD

  • MUTHOOT FINANCE LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • SWAN ENERGY LTD

  • BANK OF BARODA

  • DCB BANK LTD

  • JINDAL STEEL & POWER LTD

  • HERO MOTOCORP LTD

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD

  • TATA POWER COMPANY LTD

  • TORRENT POWER LTD

  • SOBHA LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • CIE AUTOMOTIVE INDIA LTD

  • ASHOK LEYLAND LTD

  • CYIENT LTD

  • JUNIPER HOTELS LTD

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

  • PIRAMAL ENTERPRISES LTD

  • ADANI POWER LTD

  • PNB HOUSING FINANCE LTD

  • TECH MAHINDRA LTD

  • JK TYRE & INDUSTRIES LTD

  • BALRAMPUR CHINI MILLS LTD

  • INFOSYS LTD

  • EQUITAS SMALL FINANCE BANK LTD

  • PRAVEG LTD

  • 3M INDIA LTD

  • ORCHID PHARMA LTD

  • DIVI LABORATORIES LTD

  • TVS SUPPLY CHAIN SOLUTIONS LTD

  • PG ELECTROPLAST LTD

  • LINDE INDIA LTD

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Power Generation/Distribution

  • Engineering - Construction

  • Refineries

  • IT - Software

  • Construction - Real Estate

  • Bank - Public

  • Finance - NBFC

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Diesel Engines

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Mining & Minerals

  • Castings/Forgings

  • Airlines

  • e-Commerce

  • Metal - Non Ferrous

  • Film Production, Distribution & Entertainment

  • Railways Wagons

  • Port

  • Hospital & Healthcare Services

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Finance - Asset Management

  • Automobile Two & Three Wheelers

  • Insurance

  • Compressors / Pumps

  • Forgings

  • Automobiles-Trucks/Lcv

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • Tyres & Allied

  • Sugar

  • Professional Services

  • Diversified

  • Logistics

  • Consumer Durables - Domestic Appliances

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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 ₹2,049.07 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 ₹0.12(0.71%)yesterday to ₹17.3076.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES 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