Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.3 %Nav, as on 09-12-2025

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  • Net Change on 09-12-2025

  • 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 7.71 22.03 27.26 1.56 33,946.37
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.18 23.05 24.99 1.82 6,646.79
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 12.48 24.05 22.67 1.90 4,067.49
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -6.17 10.35 14.57 1.90 3,771.80
ICICI Prudential Commodities Fund - Growth Option Oct 15, 2019 2.58 14.31 25.37 1.98 3,162.23

Fund Holdings as on 30-November-2025

  • RELIANCE INDUSTRIES LTD.

  • HDFC BANK LTD.

  • CASH / NET CURRENT ASSET

  • JINDAL STEEL LTD.

  • AXIS BANK LTD.

  • L&T FINANCE LTD.

  • METROPOLIS HEALTHCARE LTD.

  • LARSEN & TOUBRO LTD.

  • AMBUJA CEMENTS LTD.

  • LUPIN LTD.

  • CUMMINS INDIA LTD.

  • DELHIVERY LTD.

  • GODREJ PROPERTIES LTD.

  • KOTAK MAHINDRA BANK LTD.

  • SHREE CEMENT LTD.

  • PB FINTECH LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • SHRIRAM FINANCE LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • THE RAMCO CEMENTS LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • BHARTI AIRTEL LTD.

  • KEC INTERNATIONAL LTD.

  • ASIAN PAINTS LTD.

  • ALKEM LABORATORIES LTD.

  • BAJAJ FINSERV LTD.

  • ITC LTD.

  • RBL BANK LTD.

  • NUVOCO VISTAS CORPORATION LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • HAVELLS INDIA LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • INDIA SHELTER FINANCE CORPORATION LTD.

  • VARUN BEVERAGES LTD.

  • DABUR INDIA LTD.

  • 360 ONE WAM LTD.

  • INFOSYS LTD.

  • HINDUSTAN UNILEVER LTD.

  • PI INDUSTRIES LTD.

  • DCB BANK LTD.

  • COFORGE LTD.

  • EMMVEE PHOTOVOLTAIC POWER LTD

  • BANK OF BARODA

  • ACME SOLAR HOLDINGS LTD.

  • GRAVITA INDIA LTD.

  • HINDUSTAN AERONAUTICS LTD.

  • FIVE-STAR BUSINESS FINANCE LTD

  • TEAMLEASE SERVICES LTD.

  • DR. LAL PATH LABS LTD.

  • TECH MAHINDRA LTD.

  • VEDANT FASHIONS LTD.

  • PVR INOX LTD.

  • BANDHAN BANK LTD.

  • SPICEJET LTD.

  • GO FASHION (INDIA) LTD.

  • APTUS VALUE HOUSING FINANCE INDIA LTD.

  • TATA CAPITAL 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

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Insurance

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • IT - Software

  • Power Generation/Distribution

  • Diesel Engines

  • Logistics

  • Construction - Real Estate

  • Household & Personal Products

  • Fintech

  • Telecommunication - Service Provider

  • Paints

  • Finance - Investment

  • Cigarettes/Tobacco

  • Finance - Housing

  • Electric Equipment

  • Port

  • Consumer Food

  • Finance - Stock Broking

  • Pesticides & Agrochemicals

  • Glass

  • Bank - Public

  • Metal - Non Ferrous

  • Defence

  • Professional Services

  • Textile

  • Film Production, Distribution & Entertainment

  • Airlines

  • Retailing

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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 ₹2,876.13 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 ₹0.06(0.3%)yesterday to ₹18.7802.

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