Tata Business Cycle Fund-Regular Plan-IDCW Payout
Category: Equity: Thematic-Business-Cycle
Launch Date: 04-08-2021
AUM:
₹ 2,898.17 Cr
Expense Ratio
1.91%
Benchmark
NIFTY 500 TRI
ISIN
INF277KA1208
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-IDCW Payout | -7.6 | 18.66 | - |
| NIFTY 500 TRI | -2.95 | 15.37 | 20.69 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
18.6101
Last change
-0.02 (-0.0849%)
Fund Size (AUM)
₹ 2,898.17 Cr
Performance
16.53% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 6.02 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.06 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.53 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.7 |
| AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.63 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.45 |
| SHREE CEMENT LIMITED EQ | 2.33 |
| METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- | 2.32 |
| GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/- | 2.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.44 |
| Healthcare | 8.8 |
| Construction Materials | 8.68 |
| Oil, Gas & Consumable Fuels | 6.02 |
| Construction | 5.51 |
| Services | 4.76 |
| Metals & Mining | 4.68 |
| Fast Moving Consumer Goods | 4.43 |
| Power | 3.88 |
| Realty | 3.01 |