Tata Business Cycle Fund -Regular Plan - Growth

NORMAL RISK
Equity
Equity: Thematic
6M returns
-5.67 %
Current NAV
18.01
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 2734.9 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank6.2 %
Reliance Industries5.2 %
Bharti Airtel4.3 %
Kotak Mahindra Bank4.1 %
Axis Bank2.9 %
Others2.7 %

Fund Manager

MN
Murthy Nagarajan
SJ
Sailesh Jain
RS
Rahul Singh
AK
Arvindkumar Kumaresan Chetty
KM
Kapil Malhotra
HV
Hasmukh Vishariya

Fund Information

Launched
10 Aug 2021(3 years ago)
Expense ratio1.95%
Exit LoadExit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Benchmark index
NIFTY 500 TRI100%

Fund 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.

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