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

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18.665 (-0.118%)
NAV on October 13, 2025
Category Equity:
Equity - Other
Total Assets 2,829 cr
Turnover Ratio 50.26%
Expense Ratio 1.92%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -0.43%
  • 1Y: -6.46%
  • 3M: -2.01%
  • 3Y: 19.75%
  • 6M: 9.65%
  • 5Y: N/A
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since about 4 years) Rahul Singh (Since about 4 years) Sailesh Jain (Since almost 4 years) Hasmukh Vishariya (Since 8 months)
ISIN INF277KA1208
Fund Family Tata
P/E Ratio 26.48
P/B Ratio 3.17
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
CREDIT QUALITY (%)
AAA -
AA -
A -
BBB -
BB -
B -
Below B -
Unrated -
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 2.68
Beta 0.97
R-Squared 92.10
Info Ratio 0.74
Tracking Err 3.76
Sortino 1.367
Sharpe 0.834
Std Dev 13.488
Risk -
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
Top Equity Other Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Icici
ICICI Prudential Manufacturing Fund Direct Growth —
38.400 -0.08% 6,490 cr 0.73% -


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