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: 2,835.17 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 39.28% | Exit Load: Redemption/Switch-out/SWP/STP/non-SIP. on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL. on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1%. after expiry of 90 days from the date of allotment: NIL. Unitholders will have the facility to withdraw maximum upto 12% of original cost of investment under Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP) and Redemption/ Switch-out without an exit load on First in First Out Basis |
18.517
0.01 (0.041%)
17.79%
Benchmark: 12.54%
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 | 3.23 | 25.46 | 23.91 | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 20.05 | 24.4 | 22.14 | 28.89 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 18.64 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 18.2 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.92 | 30.51 | 27.35 | 35.01 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 14.85 | 27.48 | 23.14 | 28.7 | 13.93 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 13.05 | 23.5 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 12.59 | 27.49 | 23.64 | 28.78 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.0 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.63 | 33.46 | - | - | - |
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
21.69%
Others
3.88%
Large Cap
56.76%
Mid Cap
17.67%
