Equity | Thematic - Business Cycles
3Y Returns
24.07%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
0.39%
Fund Size
₹1674 Cr
Inception Date
04-Aug-21
Fund Manager
Rahul Singh (Tata)
Exit Load
Nil upto 12% of investment and 1% for remaining investments on or before 90D, Nil after 90D.
Overall Fund Zi Tag
Asset Allocation
Equity
90.33%
Debt & Others
9.67%
Market Cap Allocation
Large Cap
50.48%
Mid Cap
22.64%
Small Cap
17.21%
Other Cap
9.67%
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.
Fund House Detail
AMC Name
Tata Asset Management Limited
Address
1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051
Tata Business Cycle Fund -Direct Plan - Growth
1Y
41.36%
3Y
24.07%
5Y
NA
Icici Prudential Business Cycle Fund Direct Plan Growth
1Y
44.64%
3Y
22.5%
5Y
NA
Baroda Bnp Paribas Business Cycle Fund Direct Growth
1Y
43.48%
3Y
18.6%
5Y
NA
Aditya Birla Sun Life Special Opportunities Fund-Direct Plan-Growth
1Y
42.02%
3Y
15.87%
5Y
NA
Axis Special Situations Fund Direct Growth
1Y
42.3%
3Y
12.23%
5Y
NA
Hsbc Business Cycles Fund-Direct Plan-Growth
1Y
NA
3Y
2.39%
5Y
10.36%
Mahindra Manulife Business Cycle Fund - Direct Growth
1Y
55.06%
3Y
NA
5Y
NA
Aditya Birla Sun Life Business Cycle Fund Direct Growth
1Y
35.75%
3Y
NA
5Y
NA
Axis Business Cycles Fund Direct Growth
1Y
36.45%
3Y
NA
5Y
NA
Quant Business Cycle Fund - Direct Plan Growth - Growth
1Y
46.36%
3Y
NA
5Y
NA
Kotak Business Cycle Fund-Direct Plan-Growth
1Y
40.68%
3Y
NA
5Y
NA
Hdfc Business Cycle Fund Direct Growth
1Y
31.2%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.