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Tata Business Cycle Fund Regular Growth

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18.889 (-0.244%)
NAV on December 24, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,876 cr
Turnover Ratio 50.26%
Expense Ratio 1.93%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 0.27%
  • 1Y: 0.51%
  • 3M: 1.01%
  • 3Y: 18.08%
  • 6M: 1.28%
  • 5Y: N/A
Min Investment 5,000
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 10 months)
ISIN INF277KA1190
Fund Family Tata
P/E Ratio 29.73
P/B Ratio 3.37
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 1.28
Beta 0.96
R-Squared 92.98
Info Ratio 0.30
Tracking Err 3.49
Sortino 1.206
Sharpe 0.753
Std Dev 13.026
Risk -
SECTOR WEIGHTINGS (%)
Financial 33.34%
Industrial 16.08%
Technology 4.11%
Basic Materials 15.0%
Consumer Cyclical 1.2%
Utilities Services 2.89%
Healthcare Services 10.32%
Energy Services 7.36%
Communication Services 2.32%
Consumer Defensive 5.00%
Real Estate 2.38%
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.

View Factsheet
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