Home › Mutual Funds › Tata Mutual Fund › Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl
Latest NAV & returns of TATA ASSET MANAGEMENT LTD.

Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl

Add To Compare

19.634 (-0.155%)
NAV on August 12, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,990 cr
Turnover Ratio 50.26%
Expense Ratio 0.48%
Exit Load 1.00%if redeemed within
90 Days0.00%if redeemed after 90 Days
Returns
  • 1M: -3.29%
  • 1Y: -4.18%
  • 3M: 1.22%
  • 3Y: 20.95%
  • 6M: 7.93%
  • 5Y: N/A
Min Investment 5,000
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since about 4 years) Rahul Singh (Since about 4 years) Sailesh Jain (Since over 3 years) Hasmukh Vishariya (Since 6 months)
ISIN INF277KA1174
Fund Family Tata
P/E Ratio 26.29
P/B Ratio 3.17
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 5.22
Beta 0.96
R-Squared 92.22
Info Ratio 1.51
Tracking Err 3.78
Sortino 1.918
Sharpe 1.123
Std Dev 13.458
Risk -
SECTOR WEIGHTINGS (%)
Financial 36.79%
Industrial 15.3%
Technology 3.62%
Basic Materials 15.54%
Consumer Cyclical 1.65%
Utilities Services 3.89%
Healthcare Services 8.12%
Energy Services 6.46%
Communication Services 2.71%
Consumer Defensive 3.08%
Real Estate 2.84%
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.

This fund may declare and pay out a dividend to you on a periodic basis, but only when it has the profits to do so.

View Factsheet
Top Equity Other Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Icici
ICICI Prudential Manufacturing Fund Direct Growth —
36.740 -2.29% 6,602 cr 0.72% -


Other plans of Tata Business Cycle Fund


Other Equity funds by Tata

Data Partner
Click here to visit AMC website and
read all scheme related documents Tata Fund