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

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20.007 (-0.414%)
NAV on February 24, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,699 cr
Turnover Ratio 50.26%
Expense Ratio 0.58%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 3.78%
  • 1Y: 12.35%
  • 3M: -0.88%
  • 3Y: 20.20%
  • 6M: -0.16%
  • 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 12 months)
ISIN INF277KA1182
Fund Family Tata
P/E Ratio 28.48
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 1.76
Beta 0.98
R-Squared 93.12
Info Ratio 0.52
Tracking Err 3.43
Sortino 1.439
Sharpe 0.878
Std Dev 13.092
Risk -
SECTOR WEIGHTINGS (%)
Financial 32.55%
Industrial 13.7%
Technology 4.42%
Basic Materials 18.36%
Consumer Cyclical 1.55%
Utilities Services 2.81%
Healthcare Services 11.28%
Energy Services 6.57%
Communication Services 0.00%
Consumer Defensive 6.90%
Real Estate 1.85%
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.

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.

View Factsheet
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NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
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