Tata Business Cycle Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.94% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,734.94 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 39.28% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
17.6239
-0.12 (-0.7081%)
16.39%
Benchmark: 12.38%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.81 |
| Sharpe Ratio | 0.87 |
| Alpha | 3.52 |
| Beta | 0.97 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 2.06 | 22.41 | 20.61 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.86 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.78 | 21.96 | 19.13 | 27.31 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 16.5 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.76 | 25.2 | 20.85 | 27.69 | 13.7 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.49 | 28.18 | 24.5 | 34.0 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.13 | 20.71 | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.78 | 30.45 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 10.13 | 24.46 | 20.03 | 27.27 | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 9.89 | 23.77 | 17.31 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.48%
Others
2.7%
Large Cap
57.92%
Mid Cap
17.9%
