Compare Tata Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.97
2.2
NAV
₹18.50
₹12.90
Fund Started
16 Jul 2021
06 Feb 2025
Fund Size
₹2637.21 Cr
₹1015.65 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
0.67%
13.66%
3 Year
16.26%
-
5 Year
-
-
Equity
96.48%
94.58%
Cash
3.52%
5.42%
Top 10 Holdings
Reliance Industries Ltd. | 5.29% |
HDFC Bank Ltd. | 4.25% |
Jindal Steel Ltd. | 3.87% |
Metropolis Healthcare Ltd. | 3.77% |
Axis Bank Ltd. | 3.74% |
Larsen & Toubro Ltd. | 3.08% |
L&T Finance Ltd. | 2.94% |
Delhivery Ltd. | 2.90% |
Cummins India Ltd. | 2.66% |
Ambuja Cements Ltd. | 2.63% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
Name
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-
Start Date
-
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Description
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.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
16 Jul 2021
06 Feb 2025
