Tata Business Cycle Fund Regular-Growth
Equity
Thematic-Business Cycle
₹-0.23% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2634 Cr
- Created on3 Aug 2021
Fund Ranking
#7
/ 7 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month5.1%
- 1 Year3.1%
- 3 Year (CAGR)11.3%
- All Time (CAGR)13.5%
Category Return
- 6 Month7.3%
- 1 Year5.3%
- 3 Year (CAGR)14.1%
- All Time (CAGR)12.3%
Asset Allocation
- Equity97.9%
- Other2.1%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.87%
- Bank of Baroda1.36%
- Bayer CropScience1.09%
- Bharat Forge1.44%
- Bharat Heavy Electricals0.85%
Fund Information
- Expense Ratio2.16%
- Exit LoadExit load of 0.50%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Murthy Nagarajan
July 2021 - Present
Sailesh Jain
Dec 2021 - Present
Rahul Singh
July 2021 - Present
Kapil Malhotra
Dec 2023 - Present
Hasmukh Vishariya
March 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.45 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.28 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.15 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.98