NAV (Sep 22)
6 Month CAGR
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.
Launched (2y ago)
Aug 04, 2021
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Business Cycle Fund (Growth)||NaN||NaN||%|
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.
hdfc bank ltd4.5%
reliance industries ltd4.4%
icici bank ltd3.8%
larsen & toubro ltd3.7%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,862 cr
₹ 11,197 cr
₹ 17,630 cr
₹ 10,089 cr
₹ 9,392 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 16.7% over a period of 2 years. The fund is managed by Tata Asset Management Limited. The fund managers are Arvindkumar Chetty, Murthy Nagarajan, Rahul Singh, Sailesh Jain.
Nav of Tata Business Cycle Fund (G) as of 9/22/2023 is ₹13.91 with the total AUM as of 9/24/2023 is ₹1177.213. 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 IISL Nifty 500 TR INR.
Tata Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 23.6% 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).
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 2.11% for regular plan.