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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2200.75 Cr.
Expense Ratio
0.41% (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
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| St Bk of India | 3.11 % |
| TCS | 2.93 % |
| NTPC | 2.67 % |
| Bharti Airtel | 2.19 % |
| Cummins India | 2.12 % |
| K E C Intl. | 2.02 % |
| Zydus Lifesci. | 1.98 % |
| Power Grid Corpn | 1.95 % |
| GAIL (India) | 1.94 % |
| Axis Bank | 1.81 % |
| Cipla | 1.76 % |
| Net CA & Others | 1.73 % |
| Zomato Ltd | 1.65 % |
| Brigade Enterpr. | 1.56 % |
| P I Industries | 1.49 % |
| Thermax | 1.48 % |
| Aurobindo Pharma | 1.48 % |
| ICICI Lombard | 1.48 % |
| IndusInd Bank | 1.44 % |
| Ashok Leyland | 1.36 % |
| Coal India | 1.35 % |
| Federal Bank | 1.31 % |
| Muthoot Finance | 1.3 % |
| DLF | 1.25 % |
| AIA Engineering | 1.17 % |
| Jindal Steel | 1.16 % |
| ACC | 1.15 % |
| G R Infraproject | 1.13 % |
| Nippon Life Ind. | 1.08 % |
| Sun Pharma.Inds. | 1.06 % |
| Kirl.Pneumatic | 1.05 % |
| DCB Bank | 1.05 % |
| PVR Inox | 1.01 % |
| Sobha | 0.98 % |
| HCL Technologies | 0.98 % |
| The Ramco Cement | 0.98 % |
| Five-Star Bus.Fi | 0.97 % |
| Bank of Baroda | 0.96 % |
| Alkem Lab | 0.94 % |
| Adani Ports | 0.93 % |
| Adani Power | 0.89 % |
| Apollo Hospitals | 0.88 % |
| Swan Energy | 0.85 % |
| Hindalco Inds. | 0.84 % |
| Hero Motocorp | 0.83 % |
| CIE Automotive | 0.75 % |
| Bharti Airtel PP | 0.74 % |
| PNB Housing | 0.72 % |
| ICICI Pru Life | 0.71 % |
| Jupiter Wagons | 0.7 % |
| Torrent Power | 0.68 % |
| Piramal Enterp. | 0.66 % |
| Cyient | 0.61 % |
| Balrampur Chini | 0.61 % |
| Juniper Hotels | 0.59 % |
| Equitas Sma. Fin | 0.58 % |
| Tech Mahindra | 0.58 % |
| JK Tyre & Indust | 0.56 % |
| PG Electroplast | 0.55 % |
| Vodafone Idea | 0.53 % |
| Infosys | 0.53 % |
| TVS Supply | 0.52 % |
| Praveg | 0.5 % |
| Orchid Pharma | 0.49 % |
| Tata Nifty India Digital Exchange Traded Fund | 0 % |
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
|
|---|---|---|
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
|
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
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 | 0.41% |
| Fund Manager | RahulSingh |
| Fund Size | ₹2200.75 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.
