Tata Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
25.52%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
All
NAV: 11 Oct 2024₹21.04
Min. SIP amount₹100
RatingNA
Fund size₹2,977.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA43.1%25.5%26.3%
Category averageNA44.1%18.6%NA
Rank with in categoryNA306NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
EnergyEquity4.39%
FinancialEquity3.83%
FinancialEquity3.67%
ConstructionEquity2.79%
TechnologyEquity2.69%
CommunicationEquity2.28%
Capital GoodsEquity2.06%
Capital GoodsEquity2.00%
HealthcareEquity1.99%
HealthcareEquity1.94%
See All

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.38%
3Y annualised returns higher than category average by 6.93%

Cons

1Y annualised returns lower than category average by 1.0%

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Sailesh Jain
Dec 2021 - Present
View details

Rahul Singh
Jul 2021 - Present
View details

Kapil Malhotra
Dec 2023 - Present
View details

Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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