Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.81 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

  • 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 10.43 21.38 20.64 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 10.94 20.54 16.83 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 8.27 25.35 17.74 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 15.72 23.57 19.33 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 23.19 31.60 25.60 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • RELIANCE INDUSTRIES LTD.

  • HDFC BANK LTD.

  • JINDAL STEEL LTD.

  • AXIS BANK LTD.

  • METROPOLIS HEALTHCARE LTD.

  • LARSEN & TOUBRO LTD.

  • L&T FINANCE LTD.

  • AMBUJA CEMENTS LTD.

  • LUPIN LTD.

  • CASH / NET CURRENT ASSET

  • DELHIVERY LTD.

  • CUMMINS INDIA LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • SHRIRAM FINANCE LTD.

  • THE RAMCO CEMENTS LTD.

  • SHREE CEMENT LTD.

  • BANK OF BARODA

  • KOTAK MAHINDRA BANK LTD.

  • PB FINTECH LTD.

  • GODREJ PROPERTIES LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • VEDANTA LTD.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • MARICO LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • VARUN BEVERAGES LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • BAJAJ FINSERV LTD.

  • TATA STEEL LTD.

  • KEC INTERNATIONAL LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • HAVELLS INDIA LTD.

  • NUVOCO VISTAS CORPORATION LTD.

  • ASIAN PAINTS LTD.

  • DABUR INDIA LTD.

  • DCB BANK LTD.

  • DR. LAL PATH LABS LTD.

  • 360 ONE WAM LTD.

  • ACME SOLAR HOLDINGS LTD.

  • HINDUSTAN UNILEVER LTD.

  • PI INDUSTRIES LTD.

  • EMMVEE PHOTOVOLTAIC POWER LTD

  • ITC LTD.

  • HYUNDAI MOTOR INDIA LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • GRAVITA INDIA LTD.

  • GRAPHITE INDIA LTD.

  • BAYER CROPSCIENCE LTD.

  • ADANI POWER LTD.

  • FIVE-STAR BUSINESS FINANCE LTD

  • TATA CAPITAL LTD

  • INDIA SHELTER FINANCE CORPORATION LTD.

  • VEDANT FASHIONS LTD.

  • A) REPO

  • KWALITY WALLS (INDIA) LTD

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Refineries

  • Insurance

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Power Generation/Distribution

  • Fintech

  • Metal - Non Ferrous

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Logistics

  • Diesel Engines

  • Household & Personal Products

  • Bank - Public

  • Construction - Real Estate

  • Edible Oil

  • Pesticides & Agrochemicals

  • Consumer Food

  • Finance - Investment

  • Steel & Iron Products

  • Port

  • Electric Equipment

  • Paints

  • Finance - Stock Broking

  • Glass

  • Cigarettes/Tobacco

  • Automobiles - Passenger Cars

  • Electrodes & Welding Equipment

  • Finance - Housing

  • Textile

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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 ₹2,694.53 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 ₹0.14(0.81%)yesterday to ₹17.2894.

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