Tata Business Cycle Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.2%
Sharpe Ratio-0.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra6.30%
HDFC Bank LtdFinancial Services5.73%
Kotak Mahindra Bank LtdFinancial Services3.75%
Axis Bank LtdFinancial Services3.12%
Larsen & Toubro LtdCapital Goods2.64%
Ambuja Cements LtdCapital Goods2.48%
Lupin LtdServices2.39%
Cash / Net Current AssetUtilities2.36%
Shree Cement LtdCapital Goods2.28%
Bharti Airtel LtdServices2.12%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.9%
Regulatory & Tax Information
INF277KA1208
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)