Tata Business Cycle Fund
150
Min SIP
5,000
Min Lumpsum
0.56 %
Expense Ratio
Rating
927
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 20.6% | - | - | 12.6% | ||||
| Category Average | 12.7% | 26.6% | 12.4% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
ICICI Bank
Larsen & Toubro
St Bk of India
HDFC Bank
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.4%Fund Size - 2,373
-
44.8%Fund Size - 2,373
-
16.7%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
-3%Fund Size - 293
-
5%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.5%Fund Size - 9,940
-
39.4%Fund Size - 9,940
-
21.2%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.3%Fund Size - 1,241
-
36.8%Fund Size - 1,241
-
14.7%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17.1%Fund Size - 95
-
33.1%Fund Size - 95
-
13.3%Fund Size - 95
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Business Cycle Fund ?
You can invest in Tata Business Cycle Fund 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 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 ?
The NAV of Tata Business Cycle Fund is ₹12.4 as of 31 May 2023.
How to redeem Tata Business Cycle Fund 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?
The minimum SIP amount of Tata Business Cycle Fund is ₹150
What are the top sectors Tata Business Cycle Fund has invested in??
The top sectors Tata Business Cycle Fund has invested in are
- Reliance Industr - 5.06%
- ICICI Bank - 5.06%
- Larsen & Toubro - 4.15%
- St Bk of India - 3.94%
- HDFC Bank - 3.64%
How much returns have Tata Business Cycle Fund generated ?
The Tata Business Cycle Fund has delivered 12.6% since inception
What is the expense ratio of Tata Business Cycle Fund ?
The expense ratio of Tata Business Cycle Fund is 0.56 % as of 31 May 2023.
What is the AUM of Tata Business Cycle Fund?
The AUM of Tata Business Cycle Fund is ₹88,392 Cr as of 31 May 2023
What are the top stock holdings of Tata Business Cycle Fund?
The top stock holdings of Tata Business Cycle Fund are
- Reliance Industr - 5.06%
- ICICI Bank - 5.06%
- Larsen & Toubro - 4.15%
- St Bk of India - 3.94%
- HDFC Bank - 3.64%