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(%) | 5.25 | 12.11 | 13.61 | N/A |
| Average Rolling Returns(%) | 18.21 | 18.64 | N/A | N/A |
The Current NAV of Tata Business Cycle Fund - Growth - Direct Plan is ₹19.57.
You can consider SIP in Tata Business Cycle Fund - Growth - Direct Plan as it has consistently outperformed the benchmark. However, as the quality of its current portfolio is Not Good you should check its portfolio before investing or look for an alternate. 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 0.60%
The process for redemption is
The AUM of Tata Business Cycle Fund - Growth - Direct Plan is currently ₹2,602 Crores.
The Top three stocks are Reliance Industries, Metropolis Health. and Axis Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 35% 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 52% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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 46.07 and PB ratio is 6.85
The asset allocation of Tata Business Cycle Fund - Growth - Direct Plan is Stocks : 97.34%, Debt : 2.65% 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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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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