Home › Mutual Funds › Tata Mutual Fund › Tata Business Cycle Fund Regular Reinvestment of Income Dis cum Cap wdrl
Latest NAV & returns of TATA ASSET MANAGEMENT LTD.

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

Add To Compare

17.048 (0.372%)
NAV on April 07, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,695 cr
Turnover Ratio 50.26%
Expense Ratio 1.94%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -4.03%
  • 1Y: 3.03%
  • 3M: -10.61%
  • 3Y: 14.57%
  • 6M: -8.77%
  • 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 over 4 years) Hasmukh Vishariya (Since about 1 year)
ISIN INF277KA1216
Fund Family Tata
P/E Ratio 28.28
P/B Ratio 3.28
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 0.48
Beta 0.97
R-Squared 94.55
Info Ratio 0.09
Tracking Err 3.43
Sortino 0.724
Sharpe 0.509
Std Dev 14.656
Risk -
SECTOR WEIGHTINGS (%)
Financial 32.02%
Industrial 14.7%
Technology 2.02%
Basic Materials 20.26%
Consumer Cyclical 1.44%
Utilities Services 3.91%
Healthcare Services 10.21%
Energy Services 6.37%
Communication Services 0.00%
Consumer Defensive 7.00%
Real Estate 2.05%
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 —
36.670 18.06% 6,601 cr 0.78% -


Other plans of Tata Business Cycle Fund


Other Equity funds by Tata

Data Partner
Click here to visit AMC website and
read all scheme related documents Tata Fund