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Tata Business Cycle Fund Direct Growth

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20.470 (-0.072%)
NAV on January 07, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,876 cr
Turnover Ratio 50.26%
Expense Ratio 0.51%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 0.85%
  • 1Y: 3.81%
  • 3M: 2.43%
  • 3Y: 19.36%
  • 6M: 0.61%
  • 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 about 4 years) Hasmukh Vishariya (Since 10 months)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 29.73
P/B Ratio 3.37
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 2.17
Beta 0.97
R-Squared 93.07
Info Ratio 0.63
Tracking Err 3.43
Sortino 1.500
Sharpe 0.907
Std Dev 12.977
Risk -
SECTOR WEIGHTINGS (%)
Financial 33.34%
Industrial 16.08%
Technology 4.11%
Basic Materials 15.0%
Consumer Cyclical 1.2%
Utilities Services 2.89%
Healthcare Services 10.32%
Energy Services 7.36%
Communication Services 2.32%
Consumer Defensive 5.00%
Real Estate 2.38%
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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