Tata Business Cycle Fund-Regular Plan-IDCW Payout
Category: Equity: Thematic-Others
Launch Date: 04-08-2021
AUM:
₹ 2,200.75 Cr
Expense Ratio
1.97%
Benchmark
NIFTY 500 TRI
ISIN
INF277KA1208
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-IDCW Payout | 48.94 | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
17.5485
Last change
0.13 (0.7135%)
Fund Size (AUM)
₹ 2,200.75 Cr
Performance
22.68% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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.
Fund Manager
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 6.42 |
| Reliance Industries Ltd. | 5.13 |
| HDFC Bank Ltd. | 4.62 |
| ICICI Bank Ltd. | 4.46 |
| Larsen & Toubro Ltd. | 3.51 |
| State Bank of India | 3.11 |
| Tata Consultancy Services Ltd. | 2.93 |
| NTPC Ltd. | 2.67 |
| Bharti Airtel Ltd. | 2.19 |
| Cummins India Ltd. | 2.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 23.41 |
| Energy | 13.26 |
| Construction | 9.28 |
| Healthcare | 9.25 |
| Others | 8.67 |
| Capital Goods | 7.22 |
| Technology | 5.63 |
| Services | 5.38 |
| Metals & Mining | 3.92 |
| Materials | 3.48 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Business Cycle Fund Reg IDCW | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |