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Tata Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (20 Dec 24)

₹ 18.82

AUM (in Cr)

₹ 2875.52

3 Years CAGR

% 23.26

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Business Cycle Fund
3.06
-5.36
1.09
21.58
23.26
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio
% 1.91
Benchmark
Nifty 500
AUM
₹ 2875.52
Inception Date
16 Jul 2021
Turnover Ratio
% 45.88
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - NIL. Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment - 1%. Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotment - NIL.
Asset Class
Equity
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Tata Mutual Fund

Total AUM

₹ 177998.81

No. of Schemes under this AMC

69

Phone

66578282

Email

service@tataamc.com

Incorporation Date

6/30/1995

Address

1903, B-Wing, Parinee Crescenzo,, G-Block, Bandra Kurla Complex,, Bandra East,

Mumbai - 400051

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Tata Business Cycle Fund

EquitySectoral/Thematic
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