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: 1.92% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,867.21 Cr As on 31-12-2024(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. |
17.7985
-0.29 (-1.6535%)
18.25%
Benchmark: 12.49%
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 | 13.5 |
| Sharpe Ratio | 1.03 |
| Alpha | 6.08 |
| Beta | 0.95 |
| 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 | 9.85 | 23.05 | 18.4 | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 28.97 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 27.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 25.66 | 42.02 | 25.39 | 26.26 | 15.42 |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 23.85 | 25.46 | 10.23 | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 23.41 | 30.43 | 16.43 | 22.57 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 23.1 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 22.7 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 21.14 | 28.24 | 18.91 | 19.62 | 12.5 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 20.11 | 21.93 | - | - | - |
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
28.09%
Others
3.63%
Large Cap
51.4%
Mid Cap
16.88%
Scheme Documents
There are no scheme documents available
