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Tata Business Cycle Fund Direct Growth

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19.561 (0.153%)
NAV on November 14, 2024
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,885 cr
Turnover Ratio 35.36%
Expense Ratio 0.50%
Exit Load 1.00%if redeemed within
90 Days0.00%if redeemed after 90 Days
Returns
  • 1M: -7.39%
  • 1Y: 31.75%
  • 3M: -3.43%
  • 3Y: 21.42%
  • 6M: 6.37%
  • 5Y: N/A
Min Investment 5,000
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ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since over 3 years) Rahul Singh (Since over 3 years) Sailesh Jain (Since almost 3 years) Kapil Malhotra (Since 11 months)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 26.24
P/B Ratio 3.57
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 7.84
Beta 0.95
R-Squared 92.67
Info Ratio 2.36
Tracking Err 3.69
Sortino 2.431
Sharpe 1.270
Std Dev 13.482
Risk -
SECTOR WEIGHTINGS (%)
Financial 32.28%
Industrial 17.28%
Technology 4.66%
Basic Materials 8.75%
Consumer Cyclical 6.75%
Utilities Services 4.88%
Healthcare Services 10.54%
Energy Services 3.95%
Communication Services 4.72%
Consumer Defensive 1.87%
Real Estate 4.30%
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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
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