Tata Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.40
• Std Deviation 12.73%
• Tracking Error 0.00%

To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

The Tata Business Cycle Fund Regular Growth has an AUM of 2856.84 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.91%. The minimum investment in Tata Business Cycle Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Cash / Net Current Asset, HDFC Bank & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Biotechnology & Drugs & Electric Utilities.

Some of the similar funds are Tata Business Cycle Fund Regular Growth, Tata Ethical Fund Regular Growth, Kotak Pioneer Fund Regular Growth, HDFC Business Cycle Fund Regular Growth, Axis Business Cycles Fund Regular Growth. Tata Business Cycle Fund Regular Growth has a sharpe ratio of 1.40 & a standard deviation of 12.73%.