Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | 43.70 | 2.24 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 51.24 | 2.08 |
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) | 43.07% | 25.54% | 26.28% |
ICICI Pru India Opp Fund(IDCW-Payout) | 30.44% | 15.73% | 19.37% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.12 %
Holdings
3.89 %
Holdings
3.65 %
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
71
Total AUM
₹ 1,90,745.59 Cr.
Rahul Singh (Tata)
AUM: ₹20,195.67 Cr.
|
Exp: 23yrs
Murthy Nagarajan
AUM: ₹22,979.19 Cr.
|
Exp: 19yrs
Sailesh Jain
AUM: ₹34,865.76 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
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
Returns
Fund has been able to generate better returns compared to other funds in the same category