Tata Business Cycle Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.93% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,828.56 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 39.28% | Exit Load: Redemption/Switch-out/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL. |
18.6516
0.1 (0.5442%)
16.19%
Benchmark: 12.45%
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
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.39 |
| Sharpe Ratio | 0.96 |
| Alpha | 2.46 |
| Beta | 0.98 |
| 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 | -6.62 | 15.66 | 18.93 | - | - |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 9.77 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 5.98 | 23.46 | 22.9 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 2.44 | 20.36 | 17.78 | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 2.37 | - | - | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 0.69 | - | - | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 0.32 | 15.29 | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | -0.66 | 17.97 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | -3.2 | 22.65 | 20.7 | 24.2 | 13.37 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -3.22 | 14.38 | 13.83 | - | - |
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
28.27%
Others
1.88%
Large Cap
55.13%
Mid Cap
14.72%
