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Tata Business Cycle  IDCW-R

Tata Business Cycle IDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation19.1%
Sharpe Ratio-0.29

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services10.84%
Utilities3.89%
Consumers4.73%
Technology3.62%
Financial Services36.79%
Capital Goods30.84%
Energy & Infra9.3%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Reliance Industries LtdEnergy & Infra4.80%
Metropolis Healthcare LtdServices4.25%
Axis Bank LtdFinancial Services3.95%
Jindal Steel LtdCapital Goods3.92%
HDFC Bank LtdFinancial Services3.73%
L&T Finance LtdFinancial Services2.96%
Larsen & Toubro LtdCapital Goods2.92%
Delhivery LtdCapital Goods2.78%
Cummins India LtdCapital Goods2.58%
Adani Energy Solutions LtdUtilities2.53%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

HV

Hasmukh Vishariya

Mr. Hasmukh Vishariya has experience of 2 years. Manages 68 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹1,698 Cr

Team

71 years

Combined Team Experience

AUM

₹ 40,498 Cr

Assets Under Management

RS
Rahul Singh
Co-Portfolio Manager

Mr. Rahul Singh has experience of 21 years. Manages 122 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹4,617 Cr Holds a PGDM degree.

SJ
Sailesh Jain
Co-Portfolio Manager

Mr. Sailesh Jain has experience of 19 years. Manages 52 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹29,566 Cr Holds a M.B.A. degree.

MN
Murthy Nagarajan
Co-Portfolio Manager

Mr. Murthy Nagarajan has experience of 30 years. Manages 80 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹4,617 Cr Holds a PGPMS degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.16%

iconRegulatory & Tax Information

INF277KA1216
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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