Tata BusIness Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 04-08-2021
AUM:
₹ 2,415.57 Cr
Expense Ratio
2.18%
Benchmark
Nifty 500 TRI
ISIN
INF277KA1190
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Rahul Singh, Murthy Nagarajan, Sailesh Jain, Hasmukh Vishariya
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata BusIness Cycle Fund-Regular Plan-Growth | -10.65 | 7.72 | 9.62 |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
17.13
Last change
0.14 (0.7898%)
Fund Size (AUM)
₹ 2,415.57 Cr
Performance
10.91% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Rahul Singh, Murthy Nagarajan, Sailesh Jain, Hasmukh Vishariya
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 4.8 |
| METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- | 4.25 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.95 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 3.92 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.73 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.96 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.92 |
| DELHIVERY LIMITED EQ NEW FV RE.1/- | 2.78 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.58 |
| ADANI TRANSMISSION LIMITED EQ | 2.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.29 |
| Healthcare | 11.28 |
| Capital Goods | 9.45 |
| Metals & Mining | 9.0 |
| Oil, Gas & Consumable Fuels | 6.94 |
| Construction Materials | 6.72 |
| Fast Moving Consumer Goods | 4.81 |
| Services | 4.63 |
| Power | 4.42 |
| Automobile and Auto Components | 3.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata BusIness Cycle Fund Reg Gr | 9.62 |