Tata Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.76
• Std Deviation 13.06%
• 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.

The Tata Business Cycle Fund Regular Growth has an AUM of 2698.78 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.93%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Reliance Industries, HDFC Bank, Jindal Steel & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Construction - Raw Materials, Consumer Financial Services & Healthcare Facilities.

Some of the similar funds are ICICI Prudential BHARAT 22 FOF Growth, UTI MNC Fund Regular Plan Growth, Tata Business Cycle Fund Regular Growth, HDFC Business Cycle Fund Regular Growth, Nippon India Innovation Fund Regular Growth. Tata Business Cycle Fund Regular Growth has a sharpe ratio of 0.76 & a standard deviation of 13.06%.