42179
5431
Tata Business Cycle Fund - Direct Growth
25.77
24.37
-3.53
1.51
-7.51
-0.20
22.59
  • NAV

    19.91

    as on 20 Dec 2024

  • ₹-0.33 (-1.61%)

    Last Change

  • 25.77%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.5%

    Expense Ratio
  • Rating
  • 2,876 Cr

    Fund Size
  • 3 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 24.37%
  • 25.77%
  • -
  • 22.59
  • 7.59Alpha
  • 3.83SD
  • 0.95Beta
  • 1.27Sharpe
  • Exit Load
  • 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment. Nil - if redeemed on or after 15 days from the date of allotment
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

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  • Fund Name

Tata Mutual Fund

  • AUM :
  • 177,999Cr
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
  • Contact :
  • +91022 62827777
  • Email ID :
  • service@tataamc.com
  • Fund Name
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FAQs

You can invest in Tata Business Cycle Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Business Cycle Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Business Cycle Fund - Direct Growth has delivered 27.57% since inception

The NAV of Tata Business Cycle Fund - Direct Growth is ₹20.4314 as of 20 Dec 2024

The expense ratio of Tata Business Cycle Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Business Cycle Fund - Direct Growth 2311.19 CR as of 20 Dec 2024

The minimum SIP amount of Tata Business Cycle Fund - Direct Growth is 100

The top stock holdings of Tata Business Cycle Fund - Direct Growth are

  1. ICICI Bank - 5.04%
  2. HDFC Bank - 4.74%
  3. Reliance Industr - 4.30%
  4. Bharti Airtel - 3.37%
  5. Larsen & Toubro - 2.78%

The top sectors Tata Business Cycle Fund - Direct Growth has invested in are

  1. Banks - 20.29%
  2. Pharmaceuticals & Biotech - 7.64%
  3. Power - 7.07%
  4. Realty - 5.51%
  5. Petroleum Products - 4.77%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Business Cycle Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Business Cycle Fund - Direct Growth based on your investment objective and risk tolerance

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