3 Year return

0
Launched on July 2021 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2311.19 Cr.

Expense Ratio

0.39% (inclusive of GST)

Exit Load

Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotmen: Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Tata Mutual Fund Managers

R

RahulSingh

Fund Manager since Apr 2022

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 162
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.66%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.66%
6.38%

About TATA Business Cycle Fund Direct Plan Growth

The TATA Business Cycle Fund Direct Plan Growth is an Equity Mutual Fund Scheme introduced by Tata Mutual Fund. This equity scheme primarily invests in Indian markets with a unique focus on riding business cycles. It dynamically allocates between various sectors and stocks at different stages of the business cycles. During an expansion phase, the fund may buy either sector leaders or companies benefiting from sectoral tailwinds driven by economic and business cycles. On the other hand, during a contraction phase, it may invest in companies from sectors that provide cushion during downcycles.

Investment Objective of the Scheme

The investment objective of TATA Business Cycle Fund Direct Plan Growth is to achieve long-term capital appreciation through a focus on riding business cycles. The fund allocates between sectors and stocks at various stages of business cycles, aiming to deploy a business cycle approach of investing. By identifying economic trends, the fund seeks to invest in sectors and stocks that are expected to outperform, thus potentially offering opportunities for long-term capital growth.

Key Features of The Fund

5-year return NA
Expense Ratio 0.39%
Fund Manager RahulSingh
Fund Size ₹2311.19 Cr
Risk Profile Very High

Is This Scheme Right for Me?

TATA Business Cycle Fund Direct Plan Growth could be a good fit for investors seeking capital appreciation over the medium to long term. It offers the opportunity to invest in a diversified portfolio of securities that are selected based on business cycles. By considering these factors, investors can align their investment goals with the scheme's investment strategy.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of TATA Business Cycle Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Business Cycle Fund Jun 20 2024 is 19.9461

What is the AUM of TATA Business Cycle Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Business Cycle Fund is 2311.19 crore.

What is the expense ratio of TATA Business Cycle Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Business Cycle Fund is 0.39%

What are the returns of TATA Business Cycle Fund since inception?

The TATA Business Cycle Fund was launched on Jul 16 2021. The fund has delivered a CAGR of 26.95 since inception.

What is the minimum SIP amount to invest in TATA Business Cycle Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Business Cycle Fund is 100.

How do I invest in TATA Business Cycle Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Business Cycle Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Business Cycle Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Business Cycle Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.