Tata Business Cycle Fund - Direct Plan has delivered 103.46% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #21 in its category based on 5-year returns.
The largest portfolio holding is RELIANCE INDUSTRIES LTD with a portfolio weight of 4.85% .
The fund currently owns more than 57 stocks.
The top 10 holdings account for 34.30% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.18% | -0.11% |
| 2 Year Return | 38.64% | 12.90% |
| 3 Year Return | 79.92% | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.60% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Energy |
4.85%
|
|
| 2 | Hospitals & Medical Services |
4.52%
|
|
| 3 | Financials |
3.63%
|
|
| 4 | Finance - Banks - Private Sector |
3.61%
|
|
| 5 | Materials |
3.49%
|
|
| 6 | Financials |
3.07%
|
|
| 7 | Logistics - Warehousing/Supply Chain/Others |
3.00%
|
|
| 8 | Industrials |
2.80%
|
|
| 9 | Utilities |
2.69%
|
|
| 10 | Financial Technologies (Fintech) |
2.64%
|
|
| 11 | Materials |
2.56%
|
|
| 12 | Industrials |
2.54%
|
AMC: TATA
Category: Equity • Sectoral/Thematic
Launch Date: 16 Jul 2021
Fund Manager: Mr. Rahul Singh
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Tata Business Cycle Fund - Direct Plan is managed by TATA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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