Tata Business Cycle Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.97% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,556.73 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 39.28% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
16.6289
-0.03 (-0.1906%)
15.29%
Benchmark: 12.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.64 |
| Sharpe Ratio | 0.71 |
| Alpha | 3.68 |
| Beta | 0.98 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -1.2 | 20.78 | 17.49 | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 11.13 | 33.74 | 25.9 | 29.27 | 13.96 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 9.76 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.52 | 18.19 | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.39 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 8.35 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.07 | 23.02 | 17.79 | 23.16 | 12.49 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 8.04 | - | - | - | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 7.71 | 19.25 | 10.55 | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 7.7 | 23.35 | 16.32 | 23.7 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.28%
Others
2.64%
Large Cap
55.08%
Mid Cap
17.0%
