- Mutual Funds
- TATA Mutual Fund
- Tata Business Cycle Fund (Growth)
Tata Business Cycle Fund (Growth)
₹ 17.227
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.227
NAV (Apr 16)
Fund Returns
Last 1Y | 51.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.4% |
6 Month CAGR | 21.6% |
Scheme Information
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.
Expense Ratio | 1.99 |
Launched (3y ago) | Aug 04, 2021 |
AUM in Crores | 2049.071 |
ISIN | INF277KA1190 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Business Cycle Fund (Growth) | 30,76,739 | 23,44,127 | 51.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
5.6%icici bank ltd
4.6%cash / net current asset
4.6%hdfc bank ltd
4.5%larsen & toubro ltd
3.4%Allocation by Sector
financial services
23.6%industrials
18.1%healthcare
9.9%utilities
8.8%energy
7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.8% | 12.8% | ||
30.8% | 25.1% | ||
20.7% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Business Cycle Fund (G) Review
Tata Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 22.4% over a period of 2 years. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Murthy Nagarajan, Rahul Singh, Sailesh Jain.
Nav of Tata Business Cycle Fund (G) as of 4/16/2024 is ₹17.23 with the total AUM as of 4/16/2024 is ₹2049.071. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Business Cycle Fund (G) was launched on Aug 04, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Business Cycle Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Tata Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 51.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Business Cycle Fund (G).
Frequently Asked Questions
What is Tata Business Cycle Fund (G)?
How to invest in Tata Business Cycle Fund (G)?
You can invest in Tata Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Business Cycle Fund (G)?
The minimum sip amount for Tata Business Cycle Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Business Cycle Fund (G) good to invest in?
As per Scripbox experts, Tata Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investTata Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Business Cycle Fund (G)?
The expense ratio of the Tata Business Cycle Fund (G) is 1.99% for regular plan.