Tata Business Cycle Fund-Direct Plan-IDCW Payout
Expense Ratio: 0.51
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 16-07-2021
Exit Load: Nil
Fund Size:₹2,836.05 Cr
Performance
1Y
Fund2.12%
Cat. Avg.N/A
2Y
Fund0.74%
Cat. Avg.N/A
3Y
Fund15.86%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund16.10%
Cat. Avg.N/A
Fund Facts
Manager(s)
Hasmukh Vishariya
Beta
0.84
Std Dev
13.03%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | RELIANCE INDUSTRIES LTD | 167.44 | 7.08% |
| 2 | JINDAL STEEL LTD | 110.59 | 4.67% |
| 3 | HDFC BANK LTD | 106.24 | 4.49% |
| 4 | METROPOLIS HEALTHCARE LTD | 90.58 | 3.83% |
| 5 | AXIS BANK LTD | 90.34 | 3.82% |
| 6 | LUPIN LTD | 73.37 | 3.10% |
| 7 | LARSEN & TOUBRO LTD | 70.94 | 3.00% |
| 8 | DELHIVERY LTD | 68.35 | 2.89% |
| 9 | L&T FINANCE LTD | 66.54 | 2.81% |
| 10 | AMBUJA CEMENTS LTD | 62.64 | 2.65% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62966 | +4.9% | +10.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +5.5% | +5.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.3% | +8.0% |
| SI | 07 Sep, 21 | 2.95 L. | 4.17 L. | +41.2% | +14.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.02 L. | +2.1% | +2.1% |
| 2Y | 16 Jul, 24 | 1 L. | 1.01 L. | +1.5% | +0.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.54 L. | +54.1% | +15.5% |
| SI | 11 Aug, 21 | 1 L. | 2.09 L. | +108.8% | +16.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.