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.