| Category: Equity: Thematic-Others |
| Launch Date: 04-08-2021 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 1.95% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,734.94 Cr As on (31-03-2025) |
| Turn over: 39.28 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 4.43 | 19.35 | - | - | 17.64 |
| NIFTY 500 TRI | 8.03 | 15.29 | 25.48 | 13.76 | 12.45 |
| Equity: Thematic-Others | 6.7 | 16.65 | 27.69 | 13.39 | 9.49 |
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Kapil Malhotra
The scheme seeks 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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 14.14 | 0.7 | 3.59 | 0.97 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 4.43 | 26.39 | 19.35 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 14.29 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 14.26 | 28.42 | 19.99 | 27.73 | 13.8 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.81 | 31.5 | 22.81 | 34.85 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 13.09 | 23.76 | 0.0 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.45 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.44 | 39.81 | 29.16 | 33.03 | 15.64 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 11.33 | 27.02 | 17.53 | 27.85 | 0.0 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.24 | 27.96 | 21.16 | 28.94 | 13.0 |