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Tata Business Cycle Fund Direct Growth

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19.156 (0.552%)
NAV on January 20, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,867 cr
Turnover Ratio 35.36%
Expense Ratio 0.51%
Exit Load 1.00%if redeemed within
90 Days0.00%if redeemed after 90 Days
Returns
  • 1M: -3.77%
  • 1Y: 13.50%
  • 3M: -8.74%
  • 3Y: 20.41%
  • 6M: -5.18%
  • 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 25.46
P/B Ratio 3.30
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 7.54
Beta 0.95
R-Squared 92.28
Info Ratio 2.22
Tracking Err 3.77
Sortino 2.359
Sharpe 1.217
Std Dev 13.424
Risk -
SECTOR WEIGHTINGS (%)
Financial 36.11%
Industrial 15.52%
Technology 2.2%
Basic Materials 7.86%
Consumer Cyclical 6.32%
Utilities Services 3.76%
Healthcare Services 13.31%
Energy Services 4.64%
Communication Services 4.62%
Consumer Defensive 1.53%
Real Estate 4.12%
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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