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  • Tata Business Cycle Fund (Growth)
TATA Mutual Fund

Tata Business Cycle Fund (Growth)

EquitySectoral/ Thematic

16.9217

NAV (Feb 23)

22.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.9217

NAV (Feb 23)

Fund Returns

Last 1Y
50.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.9%
6 Month CAGR
24.3%

Scheme Information

Investment 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.

Expense Ratio
2.02
Launched (3y ago)
Aug 04, 2021
AUM in Crores
1820.448
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
Fund Managers

Murthy Nagarajan

Fund Manager

Rahul Singh

Fund Manager

Sailesh Jain

Fund Manager

Kapil Malhotra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Business Cycle Fund (Growth)70%29,70,380 22,37,76850.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-23

Top Stock Holdings

(a) treps

6.2%
6.2%

reliance industries ltd

6%
6%

hdfc bank ltd

4.6%
4.6%

icici bank ltd

4.6%
4.6%

larsen & toubro ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

21.5%
21.5%

industrials

20.4%
20.4%

healthcare

9.3%
9.3%

utilities

7.8%
7.8%

energy

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.1%

21.3%

18.2%

19.2%

16.5%

32.4%

15.6%

12.7%

13.1%

Tata Business Cycle Fund (G) Review

Tata Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 22.9% 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 2/23/2024 is ₹16.92 with the total AUM as of 2/25/2024 is ₹1820.448. 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 50.1% 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)?

Tata Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.02% for regular plan.