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Tata Business Cycle Fund-Regular Plan-Growth
Tata Business Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 04-08-2021
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
Investment 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.
Benchmark
NIFTY 500 TRI
Expense Ratio
1.92% As on (31-10-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
2,915.05 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Tata Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Tata Business Cycle Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 14.14 | 0.82 | 1.11 | 0.96 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.78 |
| Healthcare | 9.74 |
| Construction Materials | 8.03 |
| Oil, Gas & Consumable Fuels | 6.61 |
| Metals & Mining | 6.31 |
| Construction | 5.14 |
| Services | 4.7 |
| Fast Moving Consumer Goods | 4.69 |
| Power | 4.16 |
| Capital Goods | 3.38 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 6.61 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.92 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 3.62 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.29 |
| METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- | 3.09 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.97 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.84 |
| AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | 2.49 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.48 |
| GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/- | 2.44 |