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Tata Business Cycle Fund Direct Growth

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18.605 (0.811%)
NAV on March 17, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,695 cr
Turnover Ratio 50.26%
Expense Ratio 0.58%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -7.14%
  • 1Y: 5.47%
  • 3M: -7.11%
  • 3Y: 17.42%
  • 6M: -7.94%
  • 5Y: N/A
Min Investment 5,000
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ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since over 4 years) Rahul Singh (Since over 4 years) Sailesh Jain (Since over 4 years) Hasmukh Vishariya (Since about 1 year)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 12.39
P/B Ratio 3.28
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 1.99
Beta 0.98
R-Squared 92.84
Info Ratio 0.58
Tracking Err 3.44
Sortino 1.642
Sharpe 0.993
Std Dev 12.863
Risk -
SECTOR WEIGHTINGS (%)
Financial 32.02%
Industrial 14.7%
Technology 2.02%
Basic Materials 20.26%
Consumer Cyclical 1.44%
Utilities Services 3.91%
Healthcare Services 10.21%
Energy Services 6.37%
Communication Services 0.00%
Consumer Defensive 7.00%
Real Estate 2.05%
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
Top Equity Other Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
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