Tata Business Cycle Fund Regular - Growth
Equity
Thematic-Business Cycle
₹0.12% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2603 Cr
- Created on3 Aug 2021
Fund Ranking
#8
/ 19 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month8.3%
- 1 Year0.2%
- 3 Year (CAGR)10.1%
- All Time (CAGR)12.8%
Category Return
- 6 Month12.1%
- 1 Year4.3%
- 3 Year (CAGR)13.7%
- All Time (CAGR)14.7%
Asset Allocation
- Equity97.3%
- Other2.7%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.79%
- Hexaware Technologies0.42%
- Bank of Baroda1.81%
- Bayer CropScience1.06%
- Bharat Forge1.29%
Fund Information
- Expense Ratio2.16%
- Exit LoadExit load of 0.50%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.45 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.28 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.15 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.98