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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 51.74 | 1.53 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 49.77 | 1.42 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Business Cycle Fund(IDCW Payout) | 29.30% | 24.77% | 24.14% |
ICICI Pru India Opp Fund(IDCW-Payout) | 20.17% | 17.02% | 18.54% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.04 %
Holdings
4.74 %
Holdings
4.30 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
75
Total AUM
₹ 1,98,170.62 Cr.
Rahul Singh (Tata)
AUM: ₹19,766.52 Cr.
|
Exp: 23yrs
Murthy Nagarajan
AUM: ₹22,723.79 Cr.
|
Exp: 19yrs
Sailesh Jain
AUM: ₹35,123.21 Cr.
|
Exp: —
Kapil Malhotra
AUM: ₹26,225.09 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Economic cycles are getting shorter. Invest in Tata Business Cycle Fund
3 years ago•Tata Mutual Fund
Tata Business Cycle Fund NFO - Rahul Singh | Tata Mutual Fund | Groww | Mutual Fund
3 years ago•Groww Mutual fund
Be Prepared for the changes in economy with Tata Business Cycle Fund - Tamil
3 years ago•Tata Mutual Fund
Be Prepared for the changes in economy with Tata Business Cycle Fund - Hindi
3 years ago•Tata Mutual Fund
Be Prepared for the changes in economy with Tata Business Cycle Fund
3 years ago•Tata Mutual Fund
Presenting Tata Business Cycle Fund - NFO TVC
3 years ago•Tata Mutual Fund
Presenting Tata Business Cycle Fund | Be Prepared for all Seasons
3 years ago•Tata Mutual Fund
Presenting Tata Business Cycle Fund - Top-Down Approach
3 years ago•Tata Mutual Fund
Tata Business Cycle Fund - NFO
3 years ago•Tata Mutual Fund
Presenting Tata Business Cycle Fund – Aims to weather it all (Hindi)
3 years ago•Tata Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%