Tata Mutual Fundimage

Tata Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCW-AnnualAnnual IDCW ReinvestmentIDCWGrowth

Fund Overview

NAV (24 Aug 26)

19.28

AUM (in Cr)

₹ 2633.73

5 Years CAGR

% 14.12

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Business Cycle Fund
1.87
3.84
3.63
2.72
12.40
14.12
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

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
% 1.69
Benchmark
Nifty 500
AUM
₹ 2633.73
Inception Date
-
Turnover Ratio
% 46.56
Exit Load
0.5% for redemption within 30 days
Asset Class
Equity
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