₹ 299.05 Cr
1.9%
NIFTY 500 TRI
INF277KA1190
5000.0
1000.0
100
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
Open Ended Schemes
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
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.
97.45%
0.00%
2.55%
Volatility | 14.14 |
Sharp Ratio | 1.3 |
Alpha | 3.12 |
Beta | 0.96 |
Yield to Maturity | - |
Average Maturity | - |
If you invested in this fund:
In the past (time duration):
If you invested in this fund:
In the past (time duration):
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
---|---|---|---|---|
Tata Business Cycle Fund-Regular Plan-Growth | -2.08 | 24.34 | - | 18.0 |
NIFTY 500 TRI | 1.88 | 20.38 | 22.6 | 12.56 |
Sector | Holdings (%) |
---|---|
Financial Services | 35.87 |
Healthcare | 8.49 |
Construction Materials | 7.91 |
Oil, Gas & Consumable Fuels | 6.3 |
Construction | 5.56 |
Services | 4.76 |
Metals & Mining | 4.51 |
Information Technology | 3.8 |
Power | 3.79 |
Fast Moving Consumer Goods | 3.0 |
Company | Holdings (%) |
---|---|
RELIANCE INDUSTRIES LIMITED EQ | 6.3 |
HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.73 |
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.75 |
AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.12 |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.64 |
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.48 |
LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.39 |
CASH / NET CURRENT ASSET | 2.36 |
SHREE CEMENT LIMITED EQ | 2.28 |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.12 |
Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
---|---|---|---|---|---|
Tata Business Cycle Fund Reg Gr | 04-08-2021 | -2.08 | 24.34 | 0.0 | 0.0 |
Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 10.04 | 0.0 | 0.0 | 0.0 |
Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.1 | 0.0 | 0.0 | 0.0 |
ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 25.31 | 0.0 | 0.0 |
HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 4.53 | 26.83 | 27.56 | 13.12 |
ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 2.06 | 17.88 | 0.0 | 0.0 |
HDFC Business Cycle Fund Gr | 05-11-2022 | 1.7 | 0.0 | 0.0 | 0.0 |
Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.41 | 0.0 | 0.0 | 0.0 |
Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | -2.02 | 0.0 | 0.0 | 0.0 |
Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -2.84 | 20.42 | 0.0 | 0.0 |