Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.83%)Nav, as on 09-01-2026

  • Previous Nav

  • Net Change on 09-01-2026

  • 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 12.07 22.46 25.37 1.57 34,778.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 8.32 23.91 23.42 1.83 6,549.15
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 18.90 25.09 21.69 1.91 4,083.94
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -1.69 11.76 12.66 1.90 3,817.44
ICICI Prudential Commodities Fund - Growth Option Oct 15, 2019 17.32 16.65 23.30 1.96 3,408.52

Fund Holdings as on 31-December-2025

  • RELIANCE INDUSTRIES LTD.

  • HDFC BANK LTD.

  • JINDAL STEEL LTD.

  • AXIS BANK LTD.

  • METROPOLIS HEALTHCARE LTD.

  • L&T FINANCE LTD.

  • LARSEN & TOUBRO LTD.

  • AMBUJA CEMENTS LTD.

  • LUPIN LTD.

  • PB FINTECH LTD.

  • CUMMINS INDIA LTD.

  • DELHIVERY LTD.

  • GODREJ PROPERTIES LTD.

  • KOTAK MAHINDRA BANK LTD.

  • SHREE CEMENT LTD.

  • SHRIRAM FINANCE LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • THE RAMCO CEMENTS LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • MARICO LTD.

  • KEC INTERNATIONAL LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • BAJAJ FINSERV LTD.

  • ALKEM LABORATORIES LTD.

  • BHARTI AIRTEL LTD.

  • ASIAN PAINTS LTD.

  • ITC LTD.

  • VARUN BEVERAGES LTD.

  • NUVOCO VISTAS CORPORATION LTD.

  • HAVELLS INDIA LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • BANK OF BARODA

  • 360 ONE WAM LTD.

  • DR. LAL PATH LABS LTD.

  • DABUR INDIA LTD.

  • INDIA SHELTER FINANCE CORPORATION LTD.

  • TECH MAHINDRA LTD.

  • INFOSYS LTD.

  • ACME SOLAR HOLDINGS LTD.

  • GRAVITA INDIA LTD.

  • PI INDUSTRIES LTD.

  • HINDUSTAN UNILEVER LTD.

  • DCB BANK LTD.

  • HYUNDAI MOTOR INDIA LTD.

  • EMMVEE PHOTOVOLTAIC POWER LTD

  • HINDUSTAN AERONAUTICS LTD.

  • COFORGE LTD.

  • FIVE-STAR BUSINESS FINANCE LTD

  • CASH / NET CURRENT ASSET

  • VEDANTA LTD.

  • TATA STEEL LTD.

  • VEDANT FASHIONS LTD.

  • TATA CAPITAL LTD

  • SPICEJET LTD.

  • GO FASHION (INDIA) LTD.

  • KWALITY WALLS INDIA LTD

  • A) REPO

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

View More

  • Bank - Private

  • Cement & Construction Materials

  • Refineries

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Insurance

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Steel/Sponge Iron/Pig Iron

  • IT - Software

  • Power Generation/Distribution

  • Fintech

  • Diesel Engines

  • Logistics

  • Construction - Real Estate

  • Household & Personal Products

  • Metal - Non Ferrous

  • Edible Oil

  • Finance - Investment

  • Telecommunication - Service Provider

  • Paints

  • Cigarettes/Tobacco

  • Consumer Food

  • Electric Equipment

  • Port

  • Bank - Public

  • Finance - Stock Broking

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Glass

  • Defence

  • Miscellaneous

  • Steel & Iron Products

  • Textile

  • Airlines

  • Retailing

  • Unspecified

View More

Fund Manager

  • Cash

  • Equity

  • MFU

View More

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 ₹2,829.57 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 down ₹-0.15(-0.83%)yesterday to ₹18.5891.

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