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Tata Business Cycle Fund(IDCW Payout)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.50 | 51.74 | 1.52 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.40 | 50.67 | 1.37 |
Scheme Info
| 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 |
About Thematic Fund
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.
Peers & Comparison
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Business Cycle Fund(IDCW Payout) | 29.95% | 25.88% | 24.39% |
| ICICI Pru India Opp Fund(IDCW-Payout) | 20.28% | 17.55% | 18.61% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Price Comparison
Compare Tata Business Cycle Fund(IDCW Payout) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.67 %
Holdings
4.57 %
0.67 % - Reliance Industries Ltd3M change : -0.64 %
Holdings
3.86 %
-0.64 % - ICICI Bank Ltd3M change : 0.09 %
Holdings
3.82 %
0.09 %
AMC Profile
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
74
Total AUM
₹ 1,98,554.54 Cr.
Fund Manager Profile
Rahul Singh (Tata)
AUM: ₹19,802.14 Cr.
|
Exp: 23yrs
Murthy Nagarajan
AUM: ₹22,776.98 Cr.
|
Exp: 19yrs
Sailesh Jain
AUM: ₹34,973.91 Cr.
|
Exp: —
Kapil Malhotra
AUM: ₹23,807.12 Cr.
|
Exp: 14yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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%