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Latest NAV & returns of TATA ASSET MANAGEMENT LTD.

Tata Business Cycle Fund Direct Growth

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20.282 (0.357%)
NAV on September 18, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,837 cr
Turnover Ratio 50.26%
Expense Ratio 0.50%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 1.40%
  • 1Y: -5.15%
  • 3M: 2.74%
  • 3Y: 21.11%
  • 6M: 13.09%
  • 5Y: N/A
Min Investment 5,000
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ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since about 4 years) Rahul Singh (Since about 4 years) Sailesh Jain (Since almost 4 years) Hasmukh Vishariya (Since 7 months)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 25.34
P/B Ratio 3.07
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 4.99
Beta 0.97
R-Squared 92.18
Info Ratio 1.44
Tracking Err 3.80
Sortino 1.603
Sharpe 0.951
Std Dev 13.514
Risk -
SECTOR WEIGHTINGS (%)
Financial 33.35%
Industrial 15.24%
Technology 2.87%
Basic Materials 16.34%
Consumer Cyclical 2.19%
Utilities Services 3.9%
Healthcare Services 9.61%
Energy Services 6.32%
Communication Services 2.79%
Consumer Defensive 4.57%
Real Estate 2.82%
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.

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

View Factsheet
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RATIO		 RISK
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