Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment

Equity Create Wealth
Thematic Fund - Other
Category Rank
Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment
Rating
Fund
Time to Invest
Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment
NAV
11.0178
(24/03/2023)
L 52Wk H
9.32
12.20
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Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment

Equity
Thematic Fund - Other
Create Wealth
Rank Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment
Fund
NAV
11.0178
(24/03/2023)
Time to Invest
Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment
Rating
L 52Wk H
9.32
12.20
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. .

Category
  • Equity - Thematic Fund - Other
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
-1.79%
3M
-3.97%
6M
0.30%
Annualised
1Y
4.26%
3Y
-
5Y
-
Historical NAV
NAV for scheme Tata Business Cycle Fund-Regular Plan-IDCW Reinvestment is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment

AUM

890.81 Cr
Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment AUM is 28% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 12% of investment and 1% for remaining investments on or before 90D Nil after 90D
Lock In Period - NIL

Expense Ratio

2.27%

Turnover Ratio

28.58%