Tata Business Cycle Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 54.28 | N/A | N/A | N/A |
Average Rolling Returns(%) | 25.30 | N/A | N/A | N/A |
The Current NAV of Tata Business Cycle Fund - Growth - Direct Plan is ₹18.59.
It is better to invest in a fund with a longer track record as Tata Business Cycle Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
Tata Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 0.35%
The process for redemption is
The AUM of Tata Business Cycle Fund - Growth - Direct Plan is currently ₹2,049 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 32% of fund’s portfolio respectively.
Top three sectors of Tata Business Cycle Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Healthcare accounting for 54% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Business Cycle Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Rahul Singh (Tata) and Sailesh Jain manage the Tata Business Cycle Fund - Growth - Direct Plan Fund.
Tata Business Cycle Fund - Growth - Direct Plan current PE ratio is 36.72 and PB ratio is 4.85
The asset allocation of Tata Business Cycle Fund - Growth - Direct Plan is Stocks : 92.83%, Debt : 7.17% and Gold : 0%
The minimum SIP amount for Tata Business Cycle Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Business Cycle Fund - Growth - Direct Plan is Nil upto 12% of investment and 1% for remaining investments on or before 90 days, Nil after 90 days