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

Tata Business Cycle IDCW Payout Direct Plan

NAV
₹20.3017
-0.48%
(11 Jul)
AUM
2,990 Cr
TER
0.49%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-0.1%
-3.9%
-3.9%
-5.4%
-5.4%
3Y
+26.1%
+38.8%
+38.8%
+40.0%
+40.0%
5Y
NA
+31.9%
+31.9%
+31.3%
+31.3%
ALL
+19.9%
+12.3%
+12.3%
+17.2%
+17.2%
VOL
14.9%
20.3%
20.3%
20.3%
20.3%
TER
0.5%
0.8%
0.8%
0.9%
0.9%
AUM
₹2,990 Cr
₹5,259 Cr
₹5,259 Cr
₹1,439 Cr
₹1,439 Cr
INFO
1.33
0.60
0.60
0.85
0.85
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 IDCW Payout (DP)
₹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 May
Top holdings
HDFC Bank Ltd
6.2%
Reliance Industries Ltd
5.6%
Kotak Mahindra Bank Ltd
3.7%
Axis Bank Ltd
3.2%
Larsen & Toubro Ltd
2.7%
Bharti Airtel Ltd
2.5%
Lupin Ltd
2.5%
Ambuja Cements Ltd
2.4%
HDFC Life Insurance Co Ltd
2.2%
Shree Cement Ltd
2.2%
Top industry exposure
Financial Services
37.6%
Basic Materials
15.9%
Industrials
14.2%
Healthcare
7.9%
Energy
5.6%
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