TATA BUSINESS CYCLE FUND -REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
23.62 %
Current NAV
20.30
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 2856.8 Cr

Return Calculator

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

Investment distribution

Others4.5 %
Reliance Industries4.4 %
HDFC Bank3.8 %
ICICI Bank3.7 %
Larsen & Toubro2.8 %
Tata Consultancy2.7 %

Fund Manager

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

Fund Information

Launched
10 Aug 2021(3 years ago)
Expense ratio1.91%
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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