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

Tata Business Cycle Growth Direct Plan

NAV
₹19.6292
+0.83%
(23 May)
AUM
2,835 Cr
TER
0.52%
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
+8.2%
+5.0%
+2.5%
-1.8%
-2.2%
3Y
+35.9%
+35.2%
+24.9%
+38.0%
+36.9%
5Y
+35.6%
+40.5%
NA
+34.3%
+35.5%
ALL
+18.4%
+13.3%
+19.4%
+17.4%
+12.2%
VOL
16.4%
21.3%
15.1%
19.9%
20.4%
TER
0.6%
1.0%
0.5%
0.9%
0.8%
AUM
₹6,485 Cr
₹2,392 Cr
₹2,835 Cr
₹1,281 Cr
₹5,035 Cr
INFO
1.12
0.62
1.29
0.88
0.60
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 30th Apr
Top holdings
HDFC Bank Ltd
6.3%
Reliance Industries Ltd
5.5%
Kotak Mahindra Bank Ltd
4.0%
Cash / Net Current Asset
3.7%
Bharti Airtel Ltd
3.7%
Axis Bank Ltd
3.3%
Lupin Ltd
2.7%
Larsen & Toubro Ltd
2.5%
HDFC Life Insurance Co Ltd
2.2%
Ambuja Cements Ltd
2.2%
Top industry exposure
Financial Services
37.5%
Basic Materials
14.4%
Industrials
11.9%
Healthcare
8.6%
Energy
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
56%
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
Hasmukh Vishariya

FAQs