Tata Business Cycle Fund - IDCW - Regular Plan

Other Plans and Options
  • 0.07 %Nav, as on 06-02-2026

  • Previous Nav

  • Net Change on 06-02-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 12.12 23.45 23.35 1.57 34,778.96
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 16.00 22.69 19.57 1.68 15,958.05
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 5.95 29.60 20.01 1.75 8,380.36
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 13.19 25.12 22.45 1.83 6,549.15
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 21.79 32.66 28.36 1.86 5,816.55

Fund Holdings as on 31-January-2026

  • 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.

  • DELHIVERY LTD.

  • PB FINTECH LTD.

  • SHREE CEMENT LTD.

  • SHRIRAM FINANCE LTD.

  • THE RAMCO CEMENTS LTD.

  • KOTAK MAHINDRA BANK LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • CUMMINS INDIA LTD.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • CASH / NET CURRENT ASSET

  • GODREJ PROPERTIES LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • MARICO LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • ALKEM LABORATORIES LTD.

  • KEC INTERNATIONAL LTD.

  • BANK OF BARODA

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • BAJAJ FINSERV LTD.

  • VARUN BEVERAGES LTD.

  • VEDANTA LTD.

  • NUVOCO VISTAS CORPORATION LTD.

  • ASIAN PAINTS LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • HAVELLS INDIA LTD.

  • TECH MAHINDRA LTD.

  • ITC LTD.

  • DCB BANK LTD.

  • DABUR INDIA LTD.

  • INDIA SHELTER FINANCE CORPORATION LTD.

  • 360 ONE WAM LTD.

  • INFOSYS LTD.

  • DR. LAL PATH LABS LTD.

  • HINDUSTAN UNILEVER LTD.

  • PI INDUSTRIES LTD.

  • ACME SOLAR HOLDINGS LTD.

  • TATA STEEL LTD.

  • HYUNDAI MOTOR INDIA LTD.

  • EMMVEE PHOTOVOLTAIC POWER LTD

  • COFORGE LTD.

  • GRAVITA INDIA LTD.

  • FIVE-STAR BUSINESS FINANCE LTD

  • TATA CAPITAL LTD

  • GRAPHITE INDIA LTD.

  • VEDANT FASHIONS LTD.

  • A) REPO

  • KWALITY WALLS INDIA LTD

  • 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 ₹2,698.78 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 ₹0.01(0.07%)yesterday to ₹18.4889.

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