Tata Business Cycle Fund-Regular Plan-Growth

Category: Equity: Thematic-Others
Launch Date: 04-08-2021
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.98% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,049.07 Cr As on (31-03-2024)
Turn over: 36.27
NAV as on 15-04-2024

17.26

-0.21 (-1.23%)

CAGR Since Inception

22.67%

NIFTY 500 TRI 12.57%

PERFORMANCE of Tata Business Cycle Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 15-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Business Cycle Fund-Regular Plan-Growth 51.25 - - - 22.67
NIFTY 500 TRI 38.26 19.96 17.33 15.81 12.57
Equity: Thematic-Others 43.66 22.13 19.46 16.66 23.47

Yearly Performance (%)

Nav Movement

Fund Managers

Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra

Investment Objective

The scheme seeks 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.

RETURNS CALCULATOR for Tata Business Cycle Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Tata Business Cycle Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Business Cycle Fund-Regular Plan-Growth 14.14 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Tata Business Cycle Fund-Regular Plan-Growth

Period
Data as on - 15-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 51.25 25.77 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 70.28 35.03 28.43 22.71 18.72
ICICI Prudential Business Cycle Fund Growth 05-01-2021 50.61 26.09 27.1 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 49.52 26.91 31.49 21.88 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 46.15 20.98 19.59 0.0 0.0
Taurus Ethical Fund - Regular Plan - Growth 06-04-2009 45.96 16.98 18.46 18.02 15.18
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 44.57 13.04 18.77 21.29 16.81
HSBC Business Cycles Fund - Regular Growth 20-08-2014 44.48 23.78 23.41 18.27 0.0
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 43.54 20.35 28.52 0.0 0.0
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 42.95 10.01 15.75 21.25 0.0

PORTFOLIO ANALYSIS of Tata Business Cycle Fund-Regular Plan-Growth

Asset Allocation (%)