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

Tata Business Cycle IDCW Reinvest Direct Plan

NAV
₹19.0366
-1.70%
(25 Apr)
AUM
2,735 Cr
TER
0.54%
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
+13.0%
+3.9%
+3.9%
+3.9%
+3.1%
3Y
+29.6%
+32.0%
+32.0%
+32.0%
+21.4%
5Y
+33.5%
+33.3%
+33.3%
+33.3%
NA
ALL
+17.9%
+12.1%
+12.1%
+12.1%
+18.9%
VOL
18.0%
20.4%
20.4%
20.4%
15.0%
TER
0.6%
0.8%
0.8%
0.8%
0.5%
AUM
₹6,047 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹2,735 Cr
INFO
0.99
0.59
0.59
0.59
1.25
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 Reinvest (DR)
₹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 Mar
Top holdings
HDFC Bank Ltd
6.2%
Reliance Industries Ltd
5.2%
Bharti Airtel Ltd
4.3%
Kotak Mahindra Bank Ltd
4.1%
Axis Bank Ltd
2.9%
Larsen & Toubro Ltd
2.7%
Lupin Ltd
2.7%
Cash / Net Current Asset
2.6%
ICICI Bank Ltd
2.5%
HDFC Life Insurance Co Ltd
2.1%
Top industry exposure
Financial Services
37.8%
Industrials
12.7%
Basic Materials
12.7%
Healthcare
10.1%
Energy
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
53%
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