₹ 2,311.19 Cr
1.95%
NIFTY 500 TRI
INF277KA1190
5000.0
1000.0
500
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Tata Business Cycle Fund-Regular Plan-Growth | 51.98 | - | - |
NIFTY 500 TRI | 39.49 | 19.14 | 19.39 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Reliance Industries Ltd. | 4.77 |
Others | 4.62 |
HDFC Bank Ltd. | 4.43 |
ICICI Bank Ltd. | 4.14 |
Larsen & Toubro Ltd. | 3.41 |
State Bank of India | 2.97 |
Tata Consultancy Services Ltd. | 2.68 |
NTPC Ltd. | 2.51 |
Cummins India Ltd. | 2.19 |
Bharti Airtel Ltd. | 2.17 |
Sector | Holdings (%) |
---|---|
Financial | 23.27 |
Energy | 13.64 |
Healthcare | 10.22 |
Construction | 10.18 |
Capital Goods | 7.42 |
Others | 6.81 |
Services | 5.59 |
Technology | 5.19 |
Metals & Mining | 3.93 |
Automobile | 3.59 |
Scheme Name | 5Y (%) |
---|---|
Tata Business Cycle Fund Reg Gr | 0.0 |
HDFC Defence Fund Gr | 0.0 |
Franklin India Opportunities Gr | 25.95 |
quant Business Cycle Fund Reg Gr | 0.0 |
HDFC Housing Opportunities Reg Gr | 19.72 |
ICICI Prudential Innovation Fund Gr | 0.0 |
HSBC Business Cycles Fund Reg Gr | 21.02 |
ICICI Pru Business Cycle Fund Gr | 0.0 |
Taurus Ethical Fund Reg Gr | 20.19 |
ICICI Pru India Opportunities Cum | 24.44 |