Home Tata Mutual FundTata Business Cycle Fund -regular Plan - Growth

Tata Business Cycle Fund -regular Plan - Growth

Equity Create Wealth
Thematic Fund - Other
Category Rank
Tata Business Cycle Fund -regular Plan - Growth
Rating
  • The overall quality of stocks in the fund portfolio is poor.
  • It holds too many stocks in the portfolio to generate any meaningful outperformance
  • It has a relatively higher expense ratio
  • The Size of fund is relatively small which implies lower focus and higher expenses.
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
Tata Business Cycle Fund -regular Plan - Growth
NAV
12.2109
 (05/06/2023)
L 52Wk H
9.32
12.20
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Tata Business Cycle Fund -regular Plan - Growth

Equity
Thematic Fund - Other
Create Wealth
Rank Tata Business Cycle Fund -regular Plan - Growth
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
12.2109
 (05/06/2023)
Time to Invest
Tata Business Cycle Fund -regular Plan - Growth
Rating
  • The overall quality of stocks in the fund portfolio is poor.
  • It holds too many stocks in the portfolio to generate any meaningful outperformance
  • It has a relatively higher expense ratio
  • The Size of fund is relatively small which implies lower focus and higher expenses.
L 52Wk H
9.32
12.20
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Asset Allocation for Tata Business Cycle Fund -regular Plan - Growth Fund Growth

Top 10 Holdings of Tata Business Cycle Fund -regular Plan - Growth Fund Growth

36.84 % of total assets
ICICI BANK LTDICICI BANK LTD(5.06%)
RELIANCE INDUSTRIES LTDRELIANCE INDUSTRIES LTD(5.06%)
LARSEN & TOUBRO LTDLARSEN & TOUBRO LTD(4.15%)
STATE BANK OF INDIASTATE BANK OF INDIA(3.94%)
HDFC BANK LTDHDFC BANK LTD(3.64%)
AXIS BANK LTDAXIS BANK LTD(3.18%)
BHARTI AIRTEL LTDBHARTI AIRTEL LTD(3.14%)
NTPC LTDNTPC LTD(2.99%)
FEDERAL BANK LTDFEDERAL BANK LTD(2.84%)
BHARAT HEAVY ELECTRICALS LTDBHARAT HEAVY ELECTRICALS LTD(2.84%)

Detailed Portfolio of Tata Business Cycle Fund -regular Plan - Growth Fund Growth

Portfolio Date -30 Apr 2023
Equity Holdings -50
Other Holdings -4
Holdings % Weight Value Sahi Hai/Nahi
ICICI BANK LTD 5.06% 46.960 Cr
RELIANCE INDUSTRIES LTD 5.06% 46.958 Cr
LARSEN & TOUBRO LTD 4.15% 38.481 Cr
STATE BANK OF INDIA 3.94% 36.556 Cr
HDFC BANK LTD 3.64% 33.752 Cr
AXIS BANK LTD 3.18% 29.455 Cr
BHARTI AIRTEL LTD 3.14% 29.175 Cr
NTPC LTD 2.99% 27.692 Cr
FEDERAL BANK LTD 2.84% 26.383 Cr
BHARAT HEAVY ELECTRICALS LTD 2.84% 26.383 Cr
BANK OF BARODA 2.65% 24.595 Cr
TATA CONSULTANCY SERVICES LTD 2.45% 22.703 Cr
DLF LTD 2.34% 21.736 Cr
THERMAX LTD 2.33% 21.596 Cr
BRIGADE ENTERPRISES LTD 2.24% 20.783 Cr
POWER GRID CORPORATION OF INDIA LTD 2.11% 19.573 Cr
EICHER MOTORS LTD 2.05% 18.981 Cr
AIA ENGINEERING LTD 2.04% 18.916 Cr
INFOSYS LTD 2.02% 18.737 Cr
HOUSING DEVELOPMENT FINANCE CORPORATION LTD 1.95% 18.041 Cr
CIPLA LTD 1.94% 18.025 Cr
SUN PHARMACEUTICAL INDUSTRIES LTD 1.93% 17.874 Cr
DCB BANK LTD 1.90% 17.591 Cr
HINDALCO INDUSTRIES LTD 1.84% 17.095 Cr
APOLLO HOSPITALS ENTERPRISE LTD 1.76% 16.370 Cr
INTERGLOBE AVIATION LTD 1.73% 16.018 Cr
ASHOK LEYLAND LTD 1.65% 15.317 Cr
CUMMINS INDIA LTD 1.56% 14.439 Cr
MACROTECH DEVELOPERS LTD 1.52% 14.070 Cr
ACC LTD 1.43% 13.221 Cr
ZEE ENTERTAINMENT ENTERPRISES LTD 1.42% 13.182 Cr
KIRLOSKAR PNEUMATIC COMPANY LTD 1.41% 13.038 Cr
BHARAT FORGE LTD 1.31% 12.162 Cr
PVR LTD 1.24% 11.542 Cr
PNB HOUSING FINANCE LTD 1.20% 11.166 Cr
HINDUSTAN AERONAUTICS LTD 1.20% 11.097 Cr
GAIL ( INDIA ) LTD 1.18% 10.945 Cr
RBL BANK LTD 1.13% 10.517 Cr
THE RAMCO CEMENTS LTD 1.07% 9.939 Cr
KEC INTERNATIONAL LTD 1.07% 9.908 Cr
ADITYA BIRLA FASHION & RETAIL LTD 1.03% 9.574 Cr
LINDE INDIA LTD 1.03% 9.563 Cr
IDFC LTD 1.01% 9.395 Cr
EQUITAS SMALL FINANCE BANK LTD 0.98% 9.095 Cr
HINDUSTAN UNILEVER LTD 0.93% 8.601 Cr
GLAND PHARMA LTD 0.91% 8.426 Cr
LIC HOUSING FINANCE LTD 0.89% 8.261 Cr
HCL TECHNOLOGIES LTD 0.88% 8.194 Cr
SUMITOMO CHEMICAL INDIA LTD 0.80% 7.452 Cr
MAHINDRA CIE AUTOMOTIVE LTD 0.66% 6.115 Cr
Holdings % Weight Value Sahi Hai/Nahi
BHARTI AIRTEL LTD (RIGHT 14/10/2021) (PARTLY PAID) 1.21% 11.209 Cr
A) REPO 0.98% 9.104 Cr -
CASH / NET CURRENT ASSET 0.20% 1.844 Cr -
TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND 0.00% 0.009 Cr -

Insight on the composition of the Tata Business Cycle Fund -regular Plan - Growth Fund Growth

Tata Business Cycle Fund -regular Plan - Growth

Style Box of the Tata Business Cycle Fund -regular Plan - Growth Fund Growth

Tata Business Cycle Fund -regular Plan - Growth

Portfolio Characteristics of the Tata Business Cycle Fund -regular Plan - Growth Fund Growth

Tata Business Cycle Fund -regular Plan - Growth

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