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: 1.91% As on (31-05-2025) |
| 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 |
18.8806
0.22 (1.1446%)
18.1%
Benchmark: 12.57%
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 | 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 | 2.32 | 24.08 | 23.37 | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 21.9 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 21.89 | 59.02 | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 19.82 | 24.43 | 21.9 | 27.47 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 19.5 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 15.6 | 27.38 | 22.69 | 26.65 | 14.32 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.27 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.52 | 29.5 | 26.58 | 32.09 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.58 | 22.91 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.35 | 28.91 | 27.23 | 29.01 | 14.16 |
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%
