Tata Mutual Fundimage

Tata Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (29 Sep 25)

18.36

AUM (in Cr)

₹ 2836.96

3 Years CAGR

% 19.65

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Business Cycle Fund
-1.29
-3.43
5.46
-11.47
19.65
Nifty 500
-1.17
-0.50
14.14
-3.59
15.25
19.75
Sectoral/Thematic
1.18
-1.42
9.35
-8.59
16.52
18.39

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

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
% 1.92
Benchmark
Nifty 500
AUM
₹ 2836.96
Inception Date
16 Jul 2021
Turnover Ratio
% 57.58
Exit Load
On or before 30 days from the date of allotment: 0.50%. After 30 days from the date of allotment: NIL.
Asset Class
Equity
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