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Tata Business Cycle Fund Direct Growth

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17.967 (-0.497%)
NAV on February 21, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,740 cr
Turnover Ratio 35.36%
Expense Ratio 0.54%
Exit Load 1.00%if redeemed within
90 Days0.00%if redeemed after 90 Days
Returns
  • 1M: -4.66%
  • 1Y: 2.64%
  • 3M: -7.27%
  • 3Y: 19.25%
  • 6M: -13.87%
  • 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 about 3 years) Kapil Malhotra (Since about 1 year)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 23.46
P/B Ratio 3.15
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 5.20
Beta 0.98
R-Squared 93.30
Info Ratio 1.60
Tracking Err 3.64
Sortino 1.690
Sharpe 0.939
Std Dev 14.090
Risk -
SECTOR WEIGHTINGS (%)
Financial 37.13%
Industrial 12.81%
Technology 3.61%
Basic Materials 8.95%
Consumer Cyclical 6.48%
Utilities Services 3.67%
Healthcare Services 12.82%
Energy Services 5.01%
Communication Services 4.43%
Consumer Defensive 1.53%
Real Estate 3.55%
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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NAME LATEST
NAV		 RETURNS
1y       		FUND
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RATIO		 RISK
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