Tata Business Cycle Fund-Regular Plan-Growth
| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.9% As on ( 30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,990.5 Cr As on ( 30-06-2025) |
| Turn over: 39.28 |
NAV (₹):
19.0371
₹ -0.01 ( -0.0552%)
as on
14-07-2025
CAGR
Since Inception -
17.87%
NIFTY 500 TRI -
12.55%
Fund Managers
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
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.
PERFORMANCE of Tata Business Cycle Fund-Regular Plan-Growth
Scheme Performance (%) Data as on - 14-07-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | -2.21 | 24.29 | - | - | 17.87 |
| NIFTY 500 TRI | 1.87 | 20.5 | 23.06 | 14.01 | 12.55 |
| Equity: Thematic-Business-Cycle | 1.03 | 22.74 | 27.57 | 13.22 | 13.02 |
RETURNS CALCULATOR for Tata Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
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.
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 | 1.3 | 3.12 | 0.96 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -2.21 | 21.12 | 24.29 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 9.72 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.08 | 20.83 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 6.86 | 25.41 | 24.89 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 4.03 | 25.86 | 26.77 | 27.57 | 13.22 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 2.28 | 17.4 | 17.32 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 1.88 | 15.55 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.29 | 19.25 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | -2.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -3.3 | 18.81 | 20.42 | 0.0 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Tata Business Cycle Fund-Regular Plan-Growth
Portfolio as on