Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment
Fund House: Tata Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.95% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,373.87 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 56.21% | 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. |
18.9743
-0.04 (-0.2013%)
14.5%
Benchmark: 12.21%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | |
| 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-IDCW Reinvestment | 04-08-2021 | 6.91 | 3.95 | 17.18 | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 22.52 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 13.25 | 8.26 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 10.34 | 5.81 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.8 | 10.6 | 17.28 | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 9.76 | - | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 8.67 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.89 | 8.82 | 20.88 | 17.97 | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 7.81 | 6.72 | 15.91 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 7.79 | 7.46 | 18.38 | 17.39 | 14.29 |
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
24.49%
Others
0.94%
Large Cap
56.94%
Mid Cap
17.63%
