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  • Tata Mutual Fund
  • Tata Business Cycle Fund (G)
TATA Mutual Fund

Tata Business Cycle Fund (G)

EquitySectoral / Thematic

19.9462

NAV (Oct 04)

24.336%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

19.9462

NAV (Oct 4)

Fund Returns

Last 1Y
42.8%
Last 3Y
23.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
24.3%
6 Month CAGR
14.3%

Scheme Information

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.

Expense Ratio
1.91
Launched (0y ago)
1.91
AUM in Crores
2856.8
ISIN
INF277KA1190
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Kapil Malhotra

Fund Manager

Murthy Nagarajan

Fund Manager

Rahul Singh

Fund Manager

Sailesh Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Business Cycle Fund (G)70%13,51,903 6,19,29123.8%
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 2023-12-21

Top Stock Holdings

Reliance Industries Ltd.

4.5%
4.5%

Others

4.1%
4.07%

HDFC Bank Ltd.

3.9%
3.89%

ICICI Bank Ltd.

3.7%
3.74%

Larsen & Toubro Ltd.

3%
2.95%
See all holdings

Allocation by Sector

Financial

20.7%
20.7%

Energy

11.84%
11.84%

Healthcare

11.38%
11.38%

Construction

10.03%
10.03%

Services

6.870176%
6.870176%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
phone-img1800-209-0101
email-imgservice@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

15.69%

18.915%

14.78%

16.725%

29.53%

16.218%

6.325%

6.719%

11.724%

13.217%

Tata Business Cycle Fund (G) Review

Tata Business Cycle Fund (G) is a Equity Equity fund and has delivered an annualised return of 24.336% over a period of 3 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Malhotra, Murthy Nagarajan, Rahul Singh, Sailesh Jain.

Nav of Tata Business Cycle Fund (G) as of 10/4/2024 is ₹19.95 with the total AUM as of 10/7/2024 is ₹2856.841975. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Business Cycle Fund (G) was launched on 2021-08-04. The category risk of the fund is null.

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 Total Return Index.

Tata Business Cycle Fund (G) is rated as a null fund in Equity and delivered 42.82% 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 Equity 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 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 1.91% for regular plan.