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 28th Feb
Top holdings
HDFC Bank Ltd
6.3%
Reliance Industries Ltd
5.2%
Bharti Airtel Ltd
4.0%
Cash / Net Current Asset
3.5%
Kotak Mahindra Bank Ltd
3.1%
Axis Bank Ltd
2.9%
ICICI Bank Ltd
2.9%
Lupin Ltd
2.7%
Larsen & Toubro Ltd
2.7%
IndusInd Bank Ltd
2.5%
Top industry exposure
Financial Services
37.6%
Industrials
11.9%
Basic Materials
10.5%
Healthcare
10.2%
Energy
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
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.