Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.49 %Nav, as on 04-07-2025

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  • Net Change on 04-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 10.51 28.79 31.98 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.99 35.01 31.20 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.82 30.14 30.43 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.86 17.70 19.63 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.17 35.97 31.07 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • KOTAK MAHINDRA BANK LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • BHARTI AIRTEL LTD

  • LUPIN LTD

  • AMBUJA CEMENTS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • SHREE CEMENT LTD

  • CASH / NET CURRENT ASSET

  • JINDAL STEEL & POWER LTD

  • ICICI BANK LTD

  • GODREJ PROPERTIES LTD

  • STATE BANK OF INDIA

  • CUMMINS INDIA LTD

  • KEC INTERNATIONAL LTD

  • METROPOLIS HEALTHCARE LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • THE RAMCO CEMENTS LTD

  • BAJAJ FINSERV LTD

  • SHRIRAM FINANCE LTD

  • HAVELLS INDIA LTD

  • NUVOCO VISTAS CORPORATION LTD

  • ADANI ENERGY SOLUTIONS LTD

  • ALKEM LABORATORIES LTD

  • HINDALCO INDUSTRIES LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • PB FINTECH LTD

  • BANDHAN BANK LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • ASIAN PAINTS (INDIA) LTD

  • PI INDUSTRIES LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • ACME SOLAR HOLDINGS LTD

  • DELHIVERY LTD

  • POWER FINANCE CORPORATION LTD

  • MUTHOOT FINANCE LTD

  • TATA STEEL LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • GRAVITA INDIA LTD

  • TEAMLEASE SERVICES LTD

  • FEDERAL BANK LTD

  • G R INFRAPROJECTS LTD

  • COFORGE LTD

  • BAJAJ FINANCE LTD

  • VARUN BEVERAGES LTD

  • HCL TECHNOLOGIES LTD

  • INFOSYS LTD

  • PNB HOUSING FINANCE LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • DCB BANK LTD

  • VEDANT FASHIONS LTD

  • TATA CONSULTANCY SERVICES LTD

  • GO FASHION (INDIA) LTD

  • TARC LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • SPICEJET LTD

  • DABUR INDIA LTD

  • AMI ORGANICS LTD

  • PVR INOX LTD

  • DR. LAL PATH LABS LTD

  • QUESS CORP LTD

  • BLUSPRING ENTERPRISES LTD

  • DIGITIDE SOLUTIONS LTD

  • A) REPO

  • TATA NIFTY AUTO INDEX FUND

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Cement & Construction Materials

  • Insurance

  • Refineries

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • IT - Software

  • Finance - Housing

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Diesel Engines

  • Finance - Investment

  • Electric Equipment

  • Port

  • Fintech

  • Professional Services

  • Paints

  • Pesticides & Agrochemicals

  • Courier Services

  • Finance Term Lending

  • Steel & Iron Products

  • Consumer Food

  • Textile

  • Retailing

  • Diversified

  • Airlines

  • Household & Personal Products

  • Film Production, Distribution & Entertainment

  • BPO/ITeS

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • MFU

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About Tata Business Cycle Fund

Scheme Analysis

Tata Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 04-Aug-2021 and currently has an AUM of ₹2,909.25 crore. Tata Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Business Cycle Fund ended up ₹0.09(0.49%)yesterday to ₹19.0538.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Business Cycle Fund is managed by Murthy Nagarajan and Sailesh Jain.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782