Tata Business Cycle Fund – Direct Growth

100
Min SIP
5,000
Min Lumpsum
0.37 %
Expense Ratio
Rating
1,820
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

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 52.9% - - 25%
Category Average 41.3% 19% 18.6% -

Scheme Allocation

By Holding
By Sector
By Asset
4.63%
4.56%
2.82%
Others
78.39%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 6.03%
HDFC Bank Banks Equity 4.63%
ICICI Bank Banks Equity 4.56%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.57%
NTPC Power Generation & Distribution Equity 2.82%
St Bk of India Banks Equity 2.42%
Bharti Airtel Telecomm-Service Equity 2.35%
Cipla Pharmaceuticals Equity 2.06%
Power Grid Corpn Power Generation & Distribution Equity 2.02%
Axis Bank Banks Equity 2.01%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.97%
Brigade Enterpr. Realty Equity 1.75%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.72%
Jupiter Wagons Capital Goods-Non Electrical Equipment Equity 1.7%
Aurobindo Pharma Pharmaceuticals Equity 1.67%
Zydus Lifesci. Pharmaceuticals Equity 1.67%
AIA Engineering Castings, Forgings & Fastners Equity 1.53%
The Ramco Cement Cement Equity 1.51%
Coal India Mining & Mineral products Equity 1.46%
TCS IT - Software Equity 1.44%
ACC Cement Equity 1.4%
Thermax Capital Goods-Non Electrical Equipment Equity 1.4%
HCL Technologies IT - Software Equity 1.37%
P I Industries Agro Chemicals Equity 1.37%
DLF Realty Equity 1.36%
PVR Inox Entertainment Equity 1.31%
DCB Bank Banks Equity 1.26%
Hindalco Inds. Non Ferrous Metals Equity 1.25%
Sun Pharma.Inds. Pharmaceuticals Equity 1.22%
Alkem Lab Pharmaceuticals Equity 1.18%
Nippon Life Ind. Finance Equity 1.16%
Bharti Airtel PP Telecomm-Service Equity 1.15%
Interglobe Aviat Air Transport Service Equity 1.13%
NCC Construction Equity 1.12%
Federal Bank Banks Equity 1.06%
Hero Motocorp Automobile Equity 1.03%
Tata Power Co. Power Generation & Distribution Equity 1.03%
Bank of Baroda Banks Equity 1.02%
GAIL (India) Gas Distribution Equity 0.97%
Apollo Hospitals Healthcare Equity 0.94%
Jindal Steel Steel Equity 0.94%
Torrent Power Power Generation & Distribution Equity 0.92%
CIE Automotive Castings, Forgings & Fastners Equity 0.9%
Ashok Leyland Automobile Equity 0.87%
PNB Housing Finance Equity 0.86%
JK Tyre & Indust Tyres Equity 0.84%
Kirl.Pneumatic Capital Goods-Non Electrical Equipment Equity 0.82%
Cyient IT - Software Equity 0.81%
B H E L Capital Goods - Electrical Equipment Equity 0.8%
Sun TV Network Entertainment Equity 0.76%
Infosys IT - Software Equity 0.75%
ICICI Pru Life Insurance Equity 0.75%
Equitas Sma. Fin Banks Equity 0.75%
Balrampur Chini Sugar Equity 0.74%
3M India Diversified Equity 0.7%
TVS Supply Logistics Equity 0.68%
Adani Ports Marine Port & Services Equity 0.66%
Sobha Realty Equity 0.62%
PG Electroplast Consumer Durables Equity 0.61%
Five-Star Bus.Fi Finance Equity 0.59%
Divi's Lab. Pharmaceuticals Equity 0.58%
G R Infraproject Infrastructure Developers & Operators Equity 0.58%
Macrotech Devel. Construction Equity 0.56%
Zee Entertainmen Entertainment Equity 0.56%
Linde India Chemicals Equity 0.51%
Tata Motors Automobile Equity 0.49%
Tech Mahindra IT - Software Equity 0.44%
Piramal Enterp. Finance Equity 0.44%
A B B Capital Goods - Electrical Equipment Equity 0.38%
Banks
17.71%
Pharmaceuticals & Biotech
8.38%
Power
6.79%
Debt
6.21%
Petroleum Products
6.03%
Others
54.88%
View all Sectors
Sectors Asset
Banks 17.71%
Pharmaceuticals & Biotech 8.38%
Power 6.79%
Debt 6.21%
Petroleum Products 6.03%
Construction 5.27%
Industrial Products 4.32%
Electrical Equipments 4.3%
Realty 4.29%
IT-Software 4%
Telecom-Services 3.5%
Cement & Cement Products 2.91%
Entertainment 2.63%
Agricultural, Commercial 2.57%
Finance 1.89%
Transport Services 1.81%
Auto Components 1.74%
Automobiles 1.52%
Consumable Fuels 1.46%
Fertilisers & Agrochemica 1.37%
Cash & Others 1.26%
Non-Ferrous Metals 1.25%
Capital Markets 1.16%
Gas 0.97%
Healthcare Services 0.94%
Ferrous Metals 0.94%
IT-Services 0.81%
Insurance 0.75%
Agricultural Food & other 0.74%
Diversified 0.7%
Transport Infrastructure 0.66%
Consumer Durables 0.61%
Chemicals & Petrochemical 0.51%
Others 0%
Equity
92.53%
Reverse Repos
6.21%
Net Curr Ass/Net Receivables
1.26%
Mutual Funds Units
0%

Advance Ratio

8.36
Alpha
3.97
SD
0.96
Beta
1.16
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

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

AMC Contact Details

Tata Mutual Fund
AUM:
1,31,663 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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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 ₹17.7 as of 01 March 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
  1. Banks - 17.71%
  2. Pharmaceuticals & Biotech - 8.38%
  3. Power - 6.79%
  4. Debt - 6.21%
  5. Petroleum Products - 6.03%

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 25% 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 0.37 % as of 01 March 2024.

What is the AUM of Tata Business Cycle Fund – Direct Growth?

The AUM of Tata Business Cycle Fund – Direct Growth is ₹1,31,663 Cr as of 01 March 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
  1. Reliance Industr - 6.03%
  2. HDFC Bank - 4.63%
  3. ICICI Bank - 4.56%
  4. Larsen & Toubro - 3.57%
  5. NTPC - 2.82%

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.
Invest Now