Tata Business Cycle Fund – Direct Growth
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.36 %
Expense Ratio
Rating
2,572
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 48.4% | - | - | 27% | ||||
| Category Average | 38.6% | 20.7% | 21.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
8.19
Alpha
3.75
SD
0.94
Beta
1.4
Sharpe
Exit Load
| Exit Load | Redemption/Switch-out/SWP/STP 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 Redemption/Switch-out/SWP/STP 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 investmen:1% Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotmen: Nil |
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Fund 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.
Fund Managers
RahulSingh
Rahul Singh has over 24 years of investment experience. He joined Tata Asset Management in October 2018 as CIO-Equities to lead the fund management and equity research teams. He is a Bachelor of Technology in Mechanical Engineering and an alumnus of IIM Lucknow, where he completed his Master of Business Administration in Finance and Financial Management Services.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,703
-
63.5%Fund Size - 5,703
-
40.1%Fund Size - 5,703
-
31.7%Fund Size - 5,703
-
- Equity .
- Sectoral / Thematic .
-
- 430
-
85%Fund Size - 430
-
39.2%Fund Size - 430
-
30.9%Fund Size - 430
-
- Equity .
- Sectoral / Thematic .
-
- 2,738
-
69.6%Fund Size - 2,738
-
35.8%Fund Size - 2,738
-
30.1%Fund Size - 2,738
-
- Equity .
- Sectoral / Thematic .
-
- 4,575
-
69.9%Fund Size - 4,575
-
31.2%Fund Size - 4,575
-
29.2%Fund Size - 4,575
-
- Equity .
- Sectoral / Thematic .
-
- 1,612
-
18.6%Fund Size - 1,612
-
21.5%Fund Size - 1,612
-
18.6%Fund Size - 1,612
AMC Contact Details
Tata Mutual Fund
AUM:
1,53,784 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
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Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
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- 948
-
48%Fund Size - 948
-
18%Fund Size - 948
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27.7%Fund Size - 948
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- Equity .
- Sectoral / Thematic .
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- 716
-
47.1%Fund Size - 716
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19.8%Fund Size - 716
-
29.2%Fund Size - 716
-
- Equity .
- Small Cap .
-
- 7,867
-
49.5%Fund Size - 7,867
-
28.9%Fund Size - 7,867
-
35.2%Fund Size - 7,867
-
- Equity .
- Sectoral / Thematic .
-
- 10,204
-
46.2%Fund Size - 10,204
-
17.1%Fund Size - 10,204
-
28.9%Fund Size - 10,204
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- Debt .
- Fixed Maturity Plans .
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- 53
-
11.2%Fund Size - 53
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14.5%Fund Size - 53
-
14%Fund Size - 53
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
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ELSS
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Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
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debt
Ultra Short Duration
Fund Name
Liquid
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Gilt
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Long Duration
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Overnight
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Floater
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hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Tata Business Cycle Fund – Direct Growth ?
You can invest in Tata Business Cycle Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Business Cycle Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Business Cycle Fund – Direct Growth ?
The NAV of Tata Business Cycle Fund – Direct Growth is ₹20.6 as of 26 July 2024.
How to redeem Tata Business Cycle Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Business Cycle Fund – Direct Growth?
The minimum SIP amount of Tata Business Cycle Fund – Direct Growth is ₹100
What are the top sectors Tata Business Cycle Fund – Direct Growth has invested in?
The top sectors Tata Business Cycle Fund – Direct Growth has invested in are
- Banks - 20.29%
- Pharmaceuticals & Biotech - 7.64%
- Power - 7.07%
- Realty - 5.51%
- Petroleum Products - 4.77%
Can I make investments in both the SIP and Lump Sum schemes of Tata Business Cycle Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Business Cycle Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Business Cycle Fund – Direct Growth generated ?
The Tata Business Cycle Fund – Direct Growth has delivered 27% since inception
What is the expense ratio of Tata Business Cycle Fund – Direct Growth ?
The expense ratio of Tata Business Cycle Fund – Direct Growth is 0.36 % as of 26 July 2024.
What is the AUM of Tata Business Cycle Fund – Direct Growth?
The AUM of Tata Business Cycle Fund – Direct Growth is ₹1,53,784 Cr as of 26 July 2024
What are the top stock holdings of Tata Business Cycle Fund – Direct Growth?
The top stock holdings of Tata Business Cycle Fund – Direct Growth are
- Reliance Industr - 5.05%
- HDFC Bank - 4.38%
- ICICI Bank - 3.98%
- Larsen & Toubro - 2.96%
- TCS - 2.56%
How can I redeem my investments in Tata Business Cycle Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Business Cycle Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Business Cycle Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.