Tata Business Cycle Fund-Regular Plan-Growth

Tata Business Cycle Fund-Regular Plan-Growth is a scheme launched by Tata Mutual Fund on August 04, 2021, and falls under the Other Themes fund category. It currently manages an AUM of Rs 2,836.96 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.92% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Tata Business Cycle Fund-Regular Plan-Growth trailing returns over different times are -7.45% (1 year), 17.99% (3 year) and 0% (5 year). The average annual return of this fund stands at -0.87%.