Item: Tata Business Cycle Fund Direct Reinvestment of Income Dis cum Cap wdrl
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Tata Mutual Fund › Tata Business Cycle Fund Direct Reinvestment of Income Dis cum Cap wdrl

9.828 (-0.093%)

NAV on July 01, 2022

Category Equity:

Investment StyleBox

Large Blend

Total Assets 927 cr

Turnover Ratio

Expense Ratio 0.56%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

1M: -4.22%
1Y: N/A
3M: -10.24%
3Y: N/A
6M: -6.45%
5Y: N/A

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Murthy Nagarajan (Since 11 months) Rahul Singh (Since 11 months) Venkat Samala (Since 11 months)

ISIN INF277KA1182

Fund Family Tata

P/E Ratio 16.63

P/B Ratio 2.11

Launch Date August 04, 2021

Benchmark IISL Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 25.5%

Industrial 16.16%

Technology 9.36%

Basic Materials 9.41%

Consumer Cyclical 7.44%

Utilities Services 6.71%

Healthcare Services 9.05%

Energy Services 6.79%

Communication Services 4.11%

Consumer Defensive 0.00%

Real Estate 5.46%

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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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