| Category: Equity: Thematic-Others |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.94% As on (30-04-2025) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 283.52 Cr As on (30-04-2025) |
| Turn over: 39.28 |
Scheme Performance (%) Data as on - 21-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 1.84 | 22.44 | - | - | 17.53 |
| NIFTY 500 TRI | 7.74 | 18.73 | 26.17 | 13.78 | 12.49 |
| Equity: Thematic-Others | 6.38 | 20.38 | 28.19 | 13.45 | 11.7 |
Yearly Performance (%)
Fund Managers
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 14.14 | 0.87 | 3.52 | 0.97 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
| 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 | 1.84 | 24.91 | 22.44 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 17.89 | 23.73 | 20.87 | 28.97 | 0.0 |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 17.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.12 | 30.2 | 26.32 | 34.41 | 0.0 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 13.91 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.32 | 27.46 | 22.22 | 28.11 | 13.61 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.54 | 23.05 | 0.0 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 11.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 10.69 | 25.86 | 19.13 | 0.0 | 0.0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 9.88 | 26.16 | 22.32 | 28.44 | 0.0 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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