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Partner With Us NRI

Sep 09, 2024

Category

Equity

AUM (Cr.)

2,775.86

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

33.47

Beta Ratio

0.00

Fund Manager

RahulSingh

Inception Date

Aug 04, 2021

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Business Cycle Fund (G) 4.14 16.9 42.74 24.79 0 25.04
Benchmark - Nifty 500 TRI 4.75 15.93 37.13 17.84 22.62 0
Category Average - BEST EQUITY PERFORMERS 5.27 18.81 41.81 20.01 24.28 21.58
Category Rank 7/4 6/4 6/4 7/4 7/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Non-Cyclical Consumer Fund - Regular (IDCW) 15.0380 0.72 44.90 0.00 0.00 764.46 2.37 100.00 invest
HDFC Non-Cyclical Consumer Fund - Regular (G) 15.0380 0.72 44.90 0.00 0.00 764.46 2.37 100.00 invest
Nippon India Consumption Fund (IDCW) 44.8993 0.72 40.61 23.59 27.77 1,410.64 2.14 5,000.00 invest
Nippon India Consumption Fund (B) 212.8135 0.72 40.61 23.59 27.99 1,410.64 2.14 5,000.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 30.6405 -1.79 18.95 6.79 13.38 676.16 2.41 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Reliance Industr Jul 31, 2024 124.96 4.50 -3.83
Net CA & Others-Net CA & Others Jul 31, 2024 111.93 4.07 99.26
Equity-HDFC Bank Jul 31, 2024 108.12 3.89 -4.04
Equity-ICICI Bank Jul 31, 2024 103.72 3.74 1.28
Equity-Larsen & Toubro Jul 31, 2024 82.01 2.95 7.51
Equity-TCS Jul 31, 2024 74.01 2.67 12.33
Equity-St Bk of India Jul 31, 2024 61.25 2.21 2.76
Equity-Zydus Lifesci. Jul 31, 2024 61.32 2.21 16.13
Equity-K E C Intl. Jul 31, 2024 57.57 2.07 4.34
Equity-Bharti Airtel Jul 31, 2024 54.44 1.96 3.29

latest news

Tata MF announces change in Fund Manager of the following scheme

Tata Mutual Fund has announced change in Fund Managers of the following sch...

Aug 01, 2024 12:47

Tata Equity P/E Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Tata Mutual Fund has announced 09 July 2024 as the record date for declarat...

Jul 05, 2024 09:38

Tata Mutual Fund Announces Appointment of Key Personnel

Tata Mutual Fund has announced that Dr. Punita Kumar-Sinha has been appoin...

Jul 02, 2024 13:42

Tata MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Tata Mutual Fund has announced 03 July 2024 as the record date for declarat...

Jul 01, 2024 09:53

Tata MF Announces change in benchmark index under its schemes

Tata Mutual Fund has announced change the benchmark index for the following...

Jun 26, 2024 12:34

Tata MF Announces change in scheme name

Tata Mutual Fund has announced change in scheme name under the following sc...

Jun 26, 2024 12:18

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Business Cycle Fund (G)
Contact Persone : RahulSingh
Registered Address : 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No : 022 62827777
Fax No. : 022 2261 3782.
Email : service:tataamc.com
Website : www.tatamutualfund.com