Tata business cycle fund

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. Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%) Scheme - Tata Business Cycle Fund (G) 5.26 5 32.43 0 0 12.75 Benchmark - Nifty 500 TRI 4.6 3.92 24.82 27.05 12.87 0 Category Average - BEST EQUITY PERFORMERS 5.27 7.33 27.29 26.76 12.54 12.81 Category Rank 3/9 3/9 5/9 8/9 6/9 9/9 Fund Name Nav ( ) Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst( ) Action 16.6217 1.91 36.20 27.09 9.52 541.84 2.52 5,000.00 16.6236 1.91 36.20 27.09 9.52 541.84 2.52 5,000.00 27.3356 1.69 26.92 24.56 10.99 4,128.97 1.94 5,000.00 34.3900 1.66 43.59 26.00 14.23 442.02 0.00 1,000.00 35.9238 -89.69 16.13 24.40 15.62 767.24 0.00 5,000.00

Tata Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Tata Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/41579/tata-business-cycle-fund-regular-plan/ Get the latest information and complete track record of Tata Business Cycle Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective. We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains. But if you do invest, you must do so only through the SIP route. Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.

The new fund offer of Tata Business Cycle Fund, an open-ended Equity Scheme, will open for subscription on Friday and will close on July 30. According to a press release, Tata Business Cycles Fund aims to deploy the business cycle approach to identify economic trends and invest in sectors and stocks that are likely to outperform. During an expansion phase it will buy either the sector leaders or companies benefiting disproportionately from the sectoral tailwinds during economic and business cycles. During a contraction phase it will Invest in companies from sectors which provide cushion during downcycles. Comments Comments have to be in English, and in full sentences. They cannot be abusive or personal. Please abide by our We have migrated to a new commenting platform. If you are already a registered user of TheHindu Businessline and logged in, you may continue to engage with our articles. If you do not have an account please register and login to post comments. Users can access their older comments by logging into their accounts on Vuukle.

• Name • Value (Cr) • Holding % • Regional Banks • 230.00 • 23.97% • Construction Services • 113.00 • 11.75% • Misc. Capital Goods • 79.00 • 8.20% • Software & Programming • 52.00 • 5.41% • Oil & Gas Operations • 48.00 • 5.01% • Electric Utilities • 48.00 • 4.95% • Consumer Financial Services • 39.00 • 4.05% • Biotechnology & Drugs • 37.00 • 3.82% • Communications Services • 32.00 • 3.24% • Auto & Truck Manufacturers • 29.00 • 2.93% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth21.96% • ICICI Prudential Commodities Fund Direct Growth35.95% • Edelweiss Recently Listed IPO Fund Direct Plan Growth18.38% • Axis Quant Fund Direct Growth30.52% • Tata Business Cycle Fund Direct Growth34.7% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth28.41% • ICICI Prudential Commodities Fund Direct Growth50.8% • Edelweiss Recently Listed IPO Fund Direct Plan Growth25.55% • Axis Quant Fund Direct Growth0% • Tata Business Cycle Fund Direct Growth0% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth12.9% • ICICI Prudential Commodities Fund Direct Growth0% • Edelweiss Recently Listed IPO Fund Direct Plan Growth13.54% • Axis Quant Fund Direct Growth0% • Tata Business Cycle Fund Direct Growth0% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth110.29 • ICICI Prudential Commodities Fund Direct Growth30.52 • Edelweiss Recently Listed IPO Fund Direct Plan Growth19.15 • Axis Quant Fund Direct Growt...

Tata Business Cycle Fund Regular - Growth is a Thematic mutual fund scheme from • • Tata Business Cycle Fund Regular - Growth returns of last 1-year are 32.43%. Since launch, it has delivered 12.75% average annual returns. • • The fund has the majority of its money invested in Financial, Energy, Construction, Capital Goods, Healthcare sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category. • • The fund's top 5 holdings are in ICICI Bank Ltd., Reliance Industries Ltd., Larsen & Toubro Ltd., State Bank of India, HDFC Bank Ltd.. ..... • ICICI Bank Ltd. 5.08% • Reliance Industries Ltd. 5.01% • Larsen & Toubro Ltd. 3.75% • State Bank of India 3.41% • HDFC Bank Ltd. 3.37% • Axis Bank Ltd. 3.28% • Bharti Airtel Ltd. 3.24% • National Thermal Power Corp. Ltd. 2.93% • Federal Bank Ltd. 2.56% • Brigade Enterprises Ltd. 2.44% • Tata Consultancy Services Ltd. 2.43% • Bharat Heavy Electricals Ltd. 2.37% • Thermax Ltd. 2.31% • AIA Engineering Ltd. 2.23% • Eicher Motors Ltd. 2.21% • DLF Ltd. 2.13% • Infosys Ltd. 2.06% • DCB Bank Ltd. 2.04% • Power Grid Corporation Of India Ltd. 2.02% • Cipla Ltd. 1.98% • Interglobe Aviation Ltd. 1.97% • Bank Of Baroda 1.94% • Sun Pharmaceutical Inds. Ltd. 1.85% • Housing Development Finance Corporation Ltd. 1.8% • Apollo Hospitals Enterprise Ltd. 1.75% • Macrotech Developers Ltd. 1.73% • Cummins India Ltd. 1.69% • Hindalco Industries Ltd. 1.66% • Ashok Leyland Ltd. 1.61% • ACC Ltd. 1.39% • Zee Entertainmen...

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. Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%) Scheme - Tata Business Cycle Fund (G) 5.26 5 32.43 0 0 12.75 Benchmark - Nifty 500 TRI 4.6 3.92 24.82 27.05 12.87 0 Category Average - BEST EQUITY PERFORMERS 5.27 7.33 27.29 26.76 12.54 12.81 Category Rank 3/9 3/9 5/9 8/9 6/9 9/9 Fund Name Nav ( ) Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst( ) Action 16.6217 1.91 36.20 27.09 9.52 541.84 2.52 5,000.00 16.6236 1.91 36.20 27.09 9.52 541.84 2.52 5,000.00 27.3356 1.69 26.92 24.56 10.99 4,128.97 1.94 5,000.00 34.3900 1.66 43.59 26.00 14.23 442.02 0.00 1,000.00 35.9238 -89.69 16.13 24.40 15.62 767.24 0.00 5,000.00

• Name • Value (Cr) • Holding % • Regional Banks • 230.00 • 23.97% • Construction Services • 113.00 • 11.75% • Misc. Capital Goods • 79.00 • 8.20% • Software & Programming • 52.00 • 5.41% • Oil & Gas Operations • 48.00 • 5.01% • Electric Utilities • 48.00 • 4.95% • Consumer Financial Services • 39.00 • 4.05% • Biotechnology & Drugs • 37.00 • 3.82% • Communications Services • 32.00 • 3.24% • Auto & Truck Manufacturers • 29.00 • 2.93% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth21.96% • ICICI Prudential Commodities Fund Direct Growth35.95% • Edelweiss Recently Listed IPO Fund Direct Plan Growth18.38% • Axis Quant Fund Direct Growth30.52% • Tata Business Cycle Fund Direct Growth34.7% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth28.41% • ICICI Prudential Commodities Fund Direct Growth50.8% • Edelweiss Recently Listed IPO Fund Direct Plan Growth25.55% • Axis Quant Fund Direct Growth0% • Tata Business Cycle Fund Direct Growth0% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth12.9% • ICICI Prudential Commodities Fund Direct Growth0% • Edelweiss Recently Listed IPO Fund Direct Plan Growth13.54% • Axis Quant Fund Direct Growth0% • Tata Business Cycle Fund Direct Growth0% • Fund Name • ICICI Prudential Exports and Services Fund Direct Plan Growth110.29 • ICICI Prudential Commodities Fund Direct Growth30.52 • Edelweiss Recently Listed IPO Fund Direct Plan Growth19.15 • Axis Quant Fund Direct Growt...

Tata Business Cycle Fund Regular - Growth is a Thematic mutual fund scheme from • • Tata Business Cycle Fund Regular - Growth returns of last 1-year are 32.43%. Since launch, it has delivered 12.75% average annual returns. • • The fund has the majority of its money invested in Financial, Energy, Construction, Capital Goods, Healthcare sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category. • • The fund's top 5 holdings are in ICICI Bank Ltd., Reliance Industries Ltd., Larsen & Toubro Ltd., State Bank of India, HDFC Bank Ltd.. ..... • ICICI Bank Ltd. 5.08% • Reliance Industries Ltd. 5.01% • Larsen & Toubro Ltd. 3.75% • State Bank of India 3.41% • HDFC Bank Ltd. 3.37% • Axis Bank Ltd. 3.28% • Bharti Airtel Ltd. 3.24% • National Thermal Power Corp. Ltd. 2.93% • Federal Bank Ltd. 2.56% • Brigade Enterprises Ltd. 2.44% • Tata Consultancy Services Ltd. 2.43% • Bharat Heavy Electricals Ltd. 2.37% • Thermax Ltd. 2.31% • AIA Engineering Ltd. 2.23% • Eicher Motors Ltd. 2.21% • DLF Ltd. 2.13% • Infosys Ltd. 2.06% • DCB Bank Ltd. 2.04% • Power Grid Corporation Of India Ltd. 2.02% • Cipla Ltd. 1.98% • Interglobe Aviation Ltd. 1.97% • Bank Of Baroda 1.94% • Sun Pharmaceutical Inds. Ltd. 1.85% • Housing Development Finance Corporation Ltd. 1.8% • Apollo Hospitals Enterprise Ltd. 1.75% • Macrotech Developers Ltd. 1.73% • Cummins India Ltd. 1.69% • Hindalco Industries Ltd. 1.66% • Ashok Leyland Ltd. 1.61% • ACC Ltd. 1.39% • Zee Entertainmen...

The new fund offer of Tata Business Cycle Fund, an open-ended Equity Scheme, will open for subscription on Friday and will close on July 30. According to a press release, Tata Business Cycles Fund aims to deploy the business cycle approach to identify economic trends and invest in sectors and stocks that are likely to outperform. During an expansion phase it will buy either the sector leaders or companies benefiting disproportionately from the sectoral tailwinds during economic and business cycles. During a contraction phase it will Invest in companies from sectors which provide cushion during downcycles. Comments Comments have to be in English, and in full sentences. They cannot be abusive or personal. Please abide by our We have migrated to a new commenting platform. If you are already a registered user of TheHindu Businessline and logged in, you may continue to engage with our articles. If you do not have an account please register and login to post comments. Users can access their older comments by logging into their accounts on Vuukle.

Tata Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Tata Business Cycle Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/41579/tata-business-cycle-fund-regular-plan/ Get the latest information and complete track record of Tata Business Cycle Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective. We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains. But if you do invest, you must do so only through the SIP route. Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.