Tata Business Cycle Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
NAV: 26 Feb 2024₹17.63
Min. SIP amount₹100
RatingNA
Fund size₹1,820.45Cr

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 Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns17.2%25.4%52.6%76.7%
Category averageNANA43.2%NA
Rank with in category272010NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
EnergyEquity6.03%
FinancialEquity4.63%
FinancialEquity4.56%
ConstructionEquity3.57%
EnergyEquity2.82%
FinancialEquity2.42%
CommunicationEquity2.35%
HealthcareEquity2.06%
EnergyEquity2.02%
FinancialEquity2.01%
See All

Expense ratio, exit load and tax

Expense ratio: 0.36%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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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