Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.2 %Nav, as on 07-07-2025

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  • Net Change on 07-07-2025

  • 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 30-June-2025

  • RELIANCE INDUSTRIES LTD.

  • HDFC BANK LTD.

  • KOTAK MAHINDRA BANK LTD.

  • AXIS BANK LTD.

  • LARSEN & TOUBRO LTD.

  • AMBUJA CEMENTS LTD.

  • LUPIN LTD.

  • CASH / NET CURRENT ASSET

  • SHREE CEMENT LTD.

  • BHARTI AIRTEL LTD.

  • JINDAL STEEL & POWER LTD.

  • GODREJ PROPERTIES LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • KEC INTERNATIONAL LTD.

  • CUMMINS INDIA LTD.

  • STATE BANK OF INDIA

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • THE RAMCO CEMENTS LTD.

  • METROPOLIS HEALTHCARE LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • SHRIRAM FINANCE LTD.

  • DELHIVERY LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • L&T FINANCE LTD.

  • BAJAJ FINSERV LTD.

  • HINDALCO INDUSTRIES LTD.

  • HAVELLS INDIA LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • RBL BANK LTD.

  • NUVOCO VISTAS CORPORATION LTD.

  • BANDHAN BANK LTD.

  • ALKEM LABORATORIES LTD.

  • POWER GRID CORPORATION OF INDIA LTD.

  • PI INDUSTRIES LTD.

  • PB FINTECH LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • ASIAN PAINTS (INDIA) LTD.

  • INDIA SHELTER FINANCE CORPORATION LTD.

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.

  • POWER FINANCE CORPORATION LTD.

  • ACME SOLAR HOLDINGS LTD.

  • VARUN BEVERAGES LTD.

  • COFORGE LTD.

  • DABUR INDIA LTD.

  • GRAVITA INDIA LTD.

  • TEAMLEASE SERVICES LTD.

  • HINDUSTAN UNILEVER LTD.

  • APTUS VALUE HOUSING FINANCE INDIA LTD.

  • G R INFRAPROJECTS LTD.

  • HCL TECHNOLOGIES LTD.

  • BAJAJ FINANCE LTD.

  • FIVE-STAR BUSINESS FINANCE LTD

  • PNB HOUSING FINANCE LTD.

  • INFOSYS LTD.

  • DCB BANK LTD.

  • VEDANT FASHIONS LTD.

  • GO FASHION (INDIA) LTD.

  • TATA CONSULTANCY SERVICES LTD.

  • ADITYA BIRLA REAL ESTATE LTD.

  • TARC LTD.

  • DR. LAL PATH LABS LTD.

  • ACUTAAS CHEMICALS LTD.

  • SPICEJET LTD.

  • PVR INOX LTD.

  • QUESS CORP LTD.

  • DIGITIDE SOLUTIONS LTD.

  • A) REPO

  • BLUSPRING ENTERPRISES LTD.

  • 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 ₹2,990.49 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 ₹0.04(0.2%)yesterday to ₹19.0924.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES 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