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

Tata Business Cycle IDCW Payout Direct Plan

NAV
₹17.7751
+1.27%
(1 Mar)
AUM
1,820 Cr
TER
0.37%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above 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
+94.6%
+94.6%
+81.3%
+81.3%
+52.9%
3Y
+39.5%
+39.5%
+46.2%
+46.2%
NA
5Y
+26.3%
+26.3%
+38.5%
+38.5%
NA
ALL
+12.6%
+12.6%
+20.7%
+20.7%
+25.1%
VOL
19.8%
19.8%
20.1%
20.1%
14.3%
TER
1.0%
1.0%
0.8%
0.8%
0.4%
AUM
₹1,432 Cr
₹1,432 Cr
₹1,636 Cr
₹1,636 Cr
₹1,820 Cr
INFO
0.64
0.64
1.03
1.03
1.76
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 Jan
Top holdings
(A) Treps
6.2%
Reliance Industries Ltd
6.0%
HDFC Bank Ltd
4.6%
ICICI Bank Ltd
4.6%
Larsen & Toubro Ltd
3.6%
NTPC Ltd
2.8%
State Bank of India
2.4%
Bharti Airtel Ltd
2.3%
Cipla Ltd
2.1%
Power Grid Corp Of India Ltd
2.0%
Top industry exposure
Financial Services
21.5%
Industrials
20.4%
Healthcare
9.3%
Utilities
7.8%
Energy
7.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Murthy Nagarajan
Rahul Singh
Sailesh Jain
Kapil Malhotra

FAQs