Tata Business Cycle Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Business Cycle Growth Direct Plan

NAV
₹17.4346
-0.05%
(3 Mar)
AUM
2,740 Cr
TER
0.54%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.3%
-0.6%
-2.9%
-5.5%
-9.6%
3Y
+27.7%
+18.7%
+27.9%
+28.9%
+26.4%
5Y
+30.1%
NA
+25.5%
+23.9%
+22.3%
ALL
+16.4%
+16.9%
+11.9%
+10.8%
+15.3%
VOL
18.2%
14.9%
21.3%
20.4%
19.8%
TER
1.1%
0.5%
1.1%
0.8%
0.8%
AUM
₹7,435 Cr
₹2,740 Cr
₹2,341 Cr
₹4,543 Cr
₹1,230 Cr
INFO
0.90
1.13
0.56
0.53
0.77
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Business Cycle (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
5.8%
Reliance Industries Ltd
4.9%
Bharti Airtel Ltd
3.5%
Kotak Mahindra Bank Ltd
2.9%
Larsen & Toubro Ltd
2.8%
ICICI Bank Ltd
2.8%
Axis Bank Ltd
2.6%
Cash / Net Current Asset
2.5%
Lupin Ltd
2.3%
IndusInd Bank Ltd
2.3%
Top industry exposure
Financial Services
36.1%
Healthcare
12.5%
Industrials
12.5%
Basic Materials
8.7%
Consumer Cyclical
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
50%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
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.
Fund manager(s)
Murthy Nagarajan
Rahul Singh
Sailesh Jain
Kapil Malhotra

FAQs