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FAQ : Tata Business Cycle Fund - Growth - Direct Plan

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(%) N/A 13.54 N/A N/A
Average Rolling Returns(%) 20.29 19.72 N/A N/A

The Current NAV of Tata Business Cycle Fund - Growth - Direct Plan is ₹19.35.

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 returns, as Funds portfolio is significantly different.

Tata Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 0.58%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Business Cycle Fund - Growth - Direct Plan is currently ₹2,366 Crores.

The Top three stocks are Reliance Industries, Jindal Steel and HDFC Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 38% 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 59% 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 Murthy Nagarajan manage the Tata Business Cycle Fund - Growth - Direct Plan Fund.

Tata Business Cycle Fund - Growth - Direct Plan current PE ratio is 39.71 and PB ratio is 4.82

The asset allocation of Tata Business Cycle Fund - Growth - Direct Plan is Stocks : 99.06%, Debt : 0.95% 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 0.50% on or before 30 days, Nil after 30 days

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