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: 2.09% As on (30-09-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,284.86 Cr As on (31-10-2023)
Turn over: 50.58% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

15.3588

20.37%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 2x
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
Sharpe Ratio
Alpha
Beta
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 27.63 21.8 - - -
Franklin India Opportunities Fund - Growth 05-02-2000 41.22 21.63 25.92 21.04 17.86
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth 05-10-2022 37.89 - - - -
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 32.96 25.19 24.31 15.29 18.07
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN 25-10-2022 32.86 - - - -
Tata Housing Opportunities Fund - Regular Plan - Growth 02-09-2022 31.74 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 29.85 25.77 33.26 - -
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 28.93 3.3 20.3 21.18 -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 27.09 10.44 19.83 - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 25.85 17.58 23.32 16.92 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.03%

Others

10.2%

Large Cap

49.11%

Mid Cap

24.66%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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