Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.31 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • CASH / NET CURRENT ASSET

  • BHARTI AIRTEL LTD

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • LUPIN LTD

  • KEC INTERNATIONAL LTD

  • CIPLA LTD

  • ZOMATO LTD

  • STATE BANK OF INDIA

  • METROPOLIS HEALTHCARE LTD

  • CUMMINS INDIA LTD

  • HDFC LIFE INSURANCE CO. LTD

  • INDUSIND BANK LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • ZYDUS LIFESCIENCES LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • AUROBINDO PHARMA LTD

  • GODREJ PROPERTIES LTD

  • TEAMLEASE SERVICES LTD

  • THE RAMCO CEMENTS LTD

  • NUVOCO VISTAS CORPORATION LTD

  • PB FINTECH LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • VEDANT FASHIONS LTD

  • ADANI ENERGY SOLUTIONS LTD

  • GE VERNOVA T&D INDIA LTD

  • MUTHOOT FINANCE LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • PI INDUSTRIES LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • BANDHAN BANK LTD

  • BRIGADE ENTERPRISES LTD

  • G R INFRAPROJECTS LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • INFOSYS LTD

  • HCL TECHNOLOGIES LTD

  • ACME SOLAR HOLDINGS LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • ASIAN PAINTS (INDIA) LTD

  • FEDERAL BANK LTD

  • POWER FINANCE CORPORATION LTD

  • QUESS CORP LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • AMBUJA CEMENTS LTD

  • DABUR INDIA LTD

  • JINDAL STEEL & POWER LTD

  • BAJAJ FINSERV LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • BAJAJ FINANCE LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • SPICEJET LTD

  • PVR INOX LTD

  • THERMAX LTD

  • TARC LTD

  • DCB BANK LTD

  • SAMHI HOTELS LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • PNB HOUSING FINANCE LTD

  • GO FASHION (INDIA) LTD

  • HERO MOTOCORP LTD

  • SOBHA LTD

  • CIE AUTOMOTIVE INDIA LTD

  • VARUN BEVERAGES LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • PRAVEG LTD

  • JUNIPER HOTELS LTD

  • A) REPO

  • SOBHA LTD - RIGHTS - 19.06.2024

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Insurance

  • Refineries

  • Construction - Real Estate

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Miscellaneous

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Finance - Housing

  • IT - Software

  • e-Commerce

  • Bank - Public

  • Professional Services

  • Diesel Engines

  • Fintech

  • Textile

  • Electric Equipment

  • Pesticides & Agrochemicals

  • Port

  • Hotel, Resort & Restaurants

  • Paints

  • Finance Term Lending

  • BPO/ITeS

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Compressors / Pumps

  • Diversified

  • Airlines

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Retailing

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Forgings

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Fund Manager

  • Cash

  • Equity

  • MFU

  • Rights

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About Tata Business Cycle Fund

Scheme Analysis

Tata Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 04-Aug-2021 and currently has an AUM of ₹2,867.21 crore. Tata Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Business Cycle Fund ended up ₹0.06(0.31%)yesterday to ₹17.7671.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Business Cycle Fund is managed by Murthy Nagarajan and Sailesh Jain.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782