| 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 for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 299.05 Cr As on (30-06-2025) |
| Turn over: 39.28 |
Scheme Performance (%) Data as on - 15-07-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | -2.12 | 24.35 | - | - | 18.0 |
| NIFTY 500 TRI | 1.99 | 20.49 | 23.21 | 14.0 | 12.57 |
| Equity: Thematic-Business-Cycle | 1.19 | 23.0 | 28.0 | 13.26 | 13.41 |
Yearly Performance (%)
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.
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 | 1.3 | 3.12 | 0.96 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
| 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 | -2.12 | 21.38 | 24.35 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 7.16 | 21.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.0 | 25.06 | 25.46 | 0.0 | 0.0 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.79 | 26.46 | 26.9 | 28.0 | 13.26 |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 2.05 | 15.79 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 1.94 | 16.78 | 17.88 | 0.0 | 0.0 |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 1.53 | 19.61 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -1.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -3.31 | 19.09 | 20.41 | 0.0 | 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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