Tata Business Cycle Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 04-08-2021
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 2990.5 As on (30-06-2025)
Expense Ratio: 1.9% As on (30-06-2025)
Turn over: 81.00% | Exit Load: Redemption/Switch-out/SWP/STP/non-SIP. on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL. on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1%. after expiry of 90 days from the date of allotment: NIL. Unitholders will have the facility to withdraw maximum upto 12% of original cost of investment under Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP) and Redemption/ Switch-out without an exit load on First in First Out Basis
NAV as on 28-07-2025
18.6348
-0.162
CAGR Since Inception
17.05%
NIFTY 500 TRI 12.49%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | -5.23 | 21.16 | - | - | 17.05 |
| NIFTY 500 TRI | 1.43 | 18.37 | 21.65 | 13.75 | 12.49 |
| Equity: Thematic-Business-Cycle | -1.26 | 20.16 | 25.93 | 12.99 | 11.82 |
Funds Manager
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
RETURNS CALCULATORS for Tata Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Tata Business Cycle Fund-Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Tata Business Cycle Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -5.23 | 17.69 | 21.16 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 4.39 | 19.49 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 1.2 | 22.71 | 23.01 | 25.93 | 12.99 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 0.47 | 14.75 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -0.73 | 18.35 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -4.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -6.05 | 16.57 | 17.22 | 0.0 | 0.0 |
Asset Allocation (%)
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 | 1.3 | 3.12 | 0.96 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |