Tata Business Cycle Fund-Regular Plan-IDCW Payout
Expense Ratio: 1.93
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 16-07-2021
Exit Load: Nil
Fund Size:₹2,836.05 Cr
Performance
1Y
Fund1.18%
Cat. Avg.N/A
2Y
Fund0.06%
Cat. Avg.N/A
3Y
Fund13.40%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund14.20%
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 | 126.28 | 4.73% |
| 2 | METROPOLIS HEALTHCARE LTD | 112.73 | 4.23% |
| 3 | AXIS BANK LTD | 104.68 | 3.92% |
| 4 | JINDAL STEEL LTD | 88.36 | 3.31% |
| 5 | LARSEN & TOUBRO LTD | 83.88 | 3.14% |
| 6 | HDFC BANK LTD | 82.37 | 3.09% |
| 7 | L&T FINANCE LTD | 80.64 | 3.02% |
| 8 | DELHIVERY LTD | 77.43 | 2.90% |
| 9 | PB FINTECH LTD | 70.75 | 2.65% |
| 10 | CUMMINS INDIA LTD | 68.54 | 2.57% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62414 | +4.0% | +8.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +3.8% | +3.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.97 L. | +9.6% | +6.2% |
| SI | 07 Sep, 21 | 2.95 L. | 3.99 L. | +35.1% | +12.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +0.7% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 99654 | -0.3% | -0.2% |
| 3Y | 20 Jul, 23 | 1 L. | 1.46 L. | +45.8% | +13.4% |
| SI | 11 Aug, 21 | 1 L. | 1.93 L. | +92.8% | +14.2% |
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.