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Tata Business Cycle Fund Regular-Growth

Tata Business Cycle Fund Regular-Growth

Mid CapEquity: Thematic-Business Cycleअतिशय जास्त जोखीम
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This fund is not currently rated by our system. However, we continuously review and update our ratings, so it may be included in the future.

आमचा स्कोअर दीर्घकालीन कामगिरी, जोखीम आणि सातत्य यांचे वजन करतो — फक्त मागील परतावे नाही.

परतावा

22 Oct 2026 पर्यंत

1W
-3.25%
1M
-9.39%
3M
-9.83%
6M
-7.99%
9M
-5.99%
1Y
-9.49%
2Y
-5.65%
3Y
+6.95%
4Y
+11.22%
5Y
+9.93%
सुरुवातीपासून
+10.92%

जोखीम गुणोत्तरे

30 Sep 2026 पर्यंत

प्रमाण विचलन
15.77
शार्प रेशो
0.24
सॉर्टिनो रेशो
0.34
बीटा
0.99
अल्फा
-0.51
आर-स्क्वेअर्ड
0.96
ट्रेनॉर रेशो
3.89
इन्फॉर्मेशन रेशो
-0.18
सरासरी
9.46

पोर्टफोलिओ

30 Sep 2026 पर्यंत

मार्केट-कॅप विभागणी

लार्ज कॅप47.12%मिड कॅप21.78%स्मॉल कॅप31.11%
P/E
30.92
P/B
3.28
शैली
Growth

क्षेत्रनिहाय वाटप

Financial18.92%
Metals & Mining11.52%
Energy11.36%
Healthcare11.28%
Services8.93%
Capital Goods8.82%
Materials7.66%
Insurance5.29%

होल्डिंग्स (51)

होल्डिंगफंडाचा %मूल्यशेअर्स
Reliance Industries Ltd.4.80%₹115.84 Cr9,75,926
Metropolis Healthcare Ltd.4.25%₹102.55 Cr18,93,074
Axis Bank Ltd.3.95%₹95.37 Cr7,77,895
Jindal Steel Ltd.3.92%₹94.6 Cr8,33,532
HDFC Bank Ltd.3.73%₹90.17 Cr12,72,264
L&T Finance Ltd.2.96%₹71.56 Cr27,00,537
Larsen & Toubro Ltd.2.92%₹70.48 Cr1,87,454
Delhivery Ltd.2.78%₹67.2 Cr16,40,254
Cummins India Ltd.2.58%₹62.41 Cr1,31,105
Adani Energy Solutions Ltd.2.53%₹61.12 Cr4,64,918

फंड तपशील

थोडक्यात

Long Term Capital Appreciation. An equity scheme that invests predominantly in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.

गुंतवणूक उद्दिष्ट

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.

एक्झिट लोड

Exit load of 0.50%, if redeemed within 30 days.

फंड प्रकार
Open-ended
किमान एकरकमी
₹5,000
किमान काढणी
₹500
लॉक-इन
नाही
SIP
उपलब्ध
SWP
उपलब्ध
STP
उपलब्ध
खरेदी कट-ऑफ
15:00
वारंवार विचारले जाणारे प्रश्न