3 Year return
27.39%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2775.86 Cr.
Expense Ratio
0.35% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotmen: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
R
RahulSingh
Fund Manager since Apr 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Infrastructure Fund |
33.3% |
0 |
|
Invesco India Infrastructure Fund |
33.62% |
0 |
|
Bank of India Manufacturing and Infrastructure Fund |
31.74% |
0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Business Cycle Fund Direct Plan Growth
The TATA Business Cycle Fund Direct Plan Growth is an Equity Mutual Fund Scheme introduced by Tata Mutual Fund. This equity scheme primarily invests in Indian markets with a unique focus on riding business cycles. It dynamically allocates between various sectors and stocks at different stages of the business cycles. During an expansion phase, the fund may buy either sector leaders or companies benefiting from sectoral tailwinds driven by economic and business cycles. On the other hand, during a contraction phase, it may invest in companies from sectors that provide cushion during downcycles.
Investment Objective of the Scheme
The investment objective of TATA Business Cycle Fund Direct Plan Growth is to achieve long-term capital appreciation through a focus on riding business cycles. The fund allocates between sectors and stocks at various stages of business cycles, aiming to deploy a business cycle approach of investing. By identifying economic trends, the fund seeks to invest in sectors and stocks that are expected to outperform, thus potentially offering opportunities for long-term capital growth.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.35% |
| Fund Manager | RahulSingh |
| Fund Size | ₹2775.86 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
TATA Business Cycle Fund Direct Plan Growth could be a good fit for investors seeking capital appreciation over the medium to long term. It offers the opportunity to invest in a diversified portfolio of securities that are selected based on business cycles. By considering these factors, investors can align their investment goals with the scheme's investment strategy.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
FAQs
What is today's NAV of TATA Business Cycle Fund?
What is the AUM of TATA Business Cycle Fund?
What is the expense ratio of TATA Business Cycle Fund?
What are the returns of TATA Business Cycle Fund since inception?
What is the minimum SIP amount to invest in TATA Business Cycle Fund?
How do I invest in TATA Business Cycle Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Business Cycle Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Business Cycle Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Business Cycle Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
