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Tata Business Cycle Fund Regular Growth

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18.495 (0.436%)
NAV on February 04, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,830 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: -3.27%
  • 1Y: 3.93%
  • 3M: -3.64%
  • 3Y: 17.11%
  • 6M: -0.61%
  • 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 11 months)
ISIN INF277KA1190
Fund Family Tata
P/E Ratio 29.94
P/B Ratio 3.61
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 0.22
Beta 0.98
R-Squared 93.19
Info Ratio -0.01
Tracking Err 3.41
Sortino 1.215
Sharpe 0.761
Std Dev 13.063
Risk -
SECTOR WEIGHTINGS (%)
Financial 31.54%
Industrial 14.62%
Technology 4.06%
Basic Materials 16.48%
Consumer Cyclical 2.02%
Utilities Services 2.94%
Healthcare Services 10.52%
Energy Services 7.26%
Communication Services 1.52%
Consumer Defensive 6.83%
Real Estate 2.22%
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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