Tata Business Cycle Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.17
%
0.17
%
1D
1M
6M
1Y
3Y
All
Fund size
1938
NAV:
Mar 7, 2024
17.1035
Sector
Tech
Type
Equity
Launched
Aug 2021
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
5.81
%
ICICI Bank Ltd
4.64
%
HDFC Bank Ltd
4.59
%
Larsen & Toubro Ltd
3.36
%
NTPC Ltd
2.80
%
State Bank of India
2.65
%
Zydus Lifesciences Ltd
2.14
%
KEC International Ltd
2.13
%
Cipla Ltd
2.12
%
Bharti Airtel Ltd
2.12
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Tata Business Cycle Fund Regular Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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