Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment
Category: Equity: Thematic-Others
Launch Date: 04-08-2021
AUM:
₹ 2,990.5 Cr
Expense Ratio
1.9%
Benchmark
NIFTY 500 TRI
ISIN
INF277KA1216
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
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 Reinvestment | -1.19 | 22.44 | - |
| NIFTY 500 TRI | 2.64 | 18.71 | 22.1 |
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
19.0838
Last change
-0.03 (-0.1514%)
Fund Size (AUM)
₹ 2,990.5 Cr
Performance
17.83% (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 | 6.3 |
| 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 |
Sector Allocation
| 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 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Business Cycle Fund Reg IDCW Reinvestment | 0.0 |
| Sundaram Services Reg Gr | 25.76 |
| ICICI Pru India Opportunities Cum | 31.06 |
| ICICI Pru Exports & Services Gr | 24.85 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 21.41 |
| SBI COMMA Fund Reg PLAN Gr | 23.09 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 34.36 |
| Franklin India Opportunities Gr | 30.05 |