Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.35 %Nav, as on 18-09-2025

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  • Net Change on 18-09-2025

  • 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 1.80 23.32 30.91 1.58 29,871.10
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.55 29.11 28.65 1.76 7,509.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.25 26.33 28.47 1.82 6,490.27
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -1.31 14.06 17.72 1.94 5,604.75
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.74 27.49 31.11 1.80 5,227.05

Fund Holdings as on 31-August-2025

  • RELIANCE INDUSTRIES LTD

  • HDFC BANK LTD

  • JINDAL STEEL LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • METROPOLIS HEALTHCARE LTD

  • AMBUJA CEMENTS LTD

  • KOTAK MAHINDRA BANK LTD

  • LUPIN LTD

  • SHREE CEMENT LTD

  • CUMMINS INDIA LTD

  • GODREJ PROPERTIES LTD

  • BHARTI AIRTEL LTD

  • HDFC LIFE INSURANCE CO. LTD

  • DELHIVERY LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • THE RAMCO CEMENTS LTD

  • KEC INTERNATIONAL LTD

  • NUVOCO VISTAS CORPORATION LTD

  • PB FINTECH LTD

  • CASH / NET CURRENT ASSET

  • L&T FINANCE LTD

  • HINDALCO INDUSTRIES LTD

  • RBL BANK LTD

  • ALKEM LABORATORIES LTD

  • HAVELLS INDIA LTD

  • BAJAJ FINSERV LTD

  • ADANI ENERGY SOLUTIONS LTD

  • ASIAN PAINTS LTD

  • SHRIRAM FINANCE LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • ACME SOLAR HOLDINGS LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • BANDHAN BANK LTD

  • HINDUSTAN UNILEVER LTD

  • PI INDUSTRIES LTD

  • VARUN BEVERAGES LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • DABUR INDIA LTD

  • INFOSYS LTD

  • STATE BANK OF INDIA

  • ITC LTD

  • POWER FINANCE CORPORATION LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • 360 ONE WAM LTD

  • COFORGE LTD

  • G R INFRAPROJECTS LTD

  • TEAMLEASE SERVICES LTD

  • GRAVITA INDIA LTD

  • BAJAJ FINANCE LTD

  • DR. LAL PATH LABS LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • HCL TECHNOLOGIES LTD

  • VEDANT FASHIONS LTD

  • DCB BANK LTD

  • MAHINDRA & MAHINDRA LTD

  • PVR INOX LTD

  • TARC LTD

  • PNB HOUSING FINANCE LTD

  • GO FASHION (INDIA) LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • SPICEJET LTD

  • QUESS CORP LTD

  • A) REPO

  • TATA NIFTY AUTO INDEX FUND

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Cement & Construction Materials

  • Refineries

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Insurance

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Construction - Real Estate

  • Steel/Sponge Iron/Pig Iron

  • Finance - Housing

  • IT - Software

  • Metal - Non Ferrous

  • Household & Personal Products

  • Diesel Engines

  • Telecommunication - Service Provider

  • Logistics

  • Miscellaneous

  • Fintech

  • Electric Equipment

  • Finance - Investment

  • Paints

  • Pesticides & Agrochemicals

  • Port

  • Consumer Food

  • Bank - Public

  • Cigarettes/Tobacco

  • Finance Term Lending

  • Finance - Others

  • Professional Services

  • Textile

  • Automobiles - Passenger Cars

  • Film Production, Distribution & Entertainment

  • Retailing

  • Airlines

  • BPO/ITeS

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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 ₹2,836.96 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 ₹0.07(0.35%)yesterday to ₹18.9782.

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