Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment

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Thematic-Others NAV 14.0280 0 27 September, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Dividend
Launch Date 04 August, 2021
Benchmark NIFTY 500 TRI
Asset Size(Cr) 0
Turn over 29.13%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 0
Fund Manager Murthy Nagarajan and Rahul Singh
Fund House Tata Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.31% 1.58% 1.81%
1 M 4.18% 4.02% 3.71%
3 M 2.13% 1.44% 1.83%
6 M 1.06% 0.35% -0.11%
1 Y 11.74% 7.25% 5.45%
2 Y - 12.49% 10.89%
3 Y - 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.09%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment 11.74% 0% 0%

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