Tata Business Cycle Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Tata Business Cycle Fund Growth Fund Overview
SIP ₹100 & Lump. ₹5000
₹2,416 Cr
N/A
2.18
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
NIfty 500 Total Return
Tata Business Cycle Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.20 | -0.24 | 8.60 |
| 6M | -6.85 | 1.69 | 15.00 |
| 1Y | -11.13 | 3.13 | 75.71 |
| 3Y | 7.54 | 13.25 | 270.82 |
Portfolio Analysis
- Equity: 97.76%
- Debt:
- Others
About Fund Tata Business Cycle Fund Growth
Tata Business Cycle Fund Growth managed by Tata Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹2,416 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.18. Under the expert guidance of Rahul Singh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rahul Singh
Mr. Rahul Singh Holds Bsc Economics Hons., PGDM (MBA) - IIM-Ahmedabad. His prior assignments include Dealer - Fixed Income - BOI AXA Investment Managers (August 2009 - August 2015), Credit Analyst - ING Investment Management (May 2008 - August 2009), Internship - Standard Chartered Bank (April 2007 - May 2007), Research Analyst - Ashika Capital (Jan 2004 to April 2006.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Taurus Ethical Fund Growth | 1 | 422 CR | 2.73 |
| Invesco India ESG Integration Strategy Fund Growth | 0 | 359 CR | 2.57 |
| Tata Business Cycle Fund Growth | 1 | 2,415 CR | 2.18 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTaurus Ethical Fund Growth | -7.6023 | 25.0971 |
| This FundInvesco India ESG Integration Strategy Fund Growth | -7.5588 | 25.3607 |
| This FundTata Business Cycle Fund Growth | -10.2533 | 26.5835 |
| This FundHDFC Defence Fund Growth | 15.0289 | 141.1614 |
| This FundNippon India Taiwan Equity Fund Growth | 82.5904 | 279.003 |
Tata Business Cycle Fund Growth FAQs
- 1 Month : -5.20%
- 6 Months : -6.85%
- 1 Year : -11.13%
- 3 Years : 7.54%
