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Tata Business Cycle Fund -Direct Plan - Growth

Equity | Thematic - Business Cycles

(NAV as of 12/04/2024)
18.28 (-0.79)

3Y Returns

NA

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.

Wealthzi View

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%

Sector Allocation

Banks

17.71%

Pharmaceuticals

8.38%

Cash/Deposits/Margins/Treps/Repo/Swaps

7.47%

Power

6.79%

Petroleum Products

6.03%

Top Ten Holdings

TREPS

6.21%

Reliance Industries Ltd

6.03%

HDFC Bank Ltd

4.63%

ICICI Bank Ltd

4.56%

Larsen & Toubro Ltd

3.57%

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

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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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.