Tata Business Cycle Fund-Regular Plan-Growth

Tata Business Cycle Fund-Regular Plan-Growth - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 99.33%Others: 0.67%

Market Cap

Large Cap: 48.81%Mid Cap: 19.01%Small Cap: 28.25%Equity: 3.25%

Number of stocks

71

Top 10 Holdings

64.34% of portfolio

Market Cap of Equity

Large Cap
48.81%
Mid Cap
19.01%
Small Cap
28.25%
Equity
3.25%

Companies Allocation of Equity

Reliance Industries Ltd12.05%
HDFC Bank Ltd10.11%
Kotak Mahindra Bank Ltd7.07%
Axis Bank Ltd5.74%
Larsen & Toubro Ltd5.39%
Ambuja Cements Ltd5.26%
Lupin Ltd4.90%
Shree Cement Ltd4.66%
Metropolis Healthcare Ltd4.64%
Godrej Properties Ltd4.51%

Sector Allocation of Equity

Energy6.02%
Financial Services35.43%
Industrials14.66%
Basic Materials15.52%
Healthcare8.80%
Real Estate3.00%
Communication Services2.64%
Utilities3.87%
Consumer Defensive4.43%
Technology2.80%
Consumer Cyclical2.14%

SIP Amount

Monthly SIP Date

Tata Business Cycle Fund-Regular Plan-Growth

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Frequently Asked Questions

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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.