Tata Business Cycle Fund - Growth - Regular Plan

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  • (-0.25%)Nav, as on 14-08-2025

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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 4.76 22.79 30.22 1.58 29,718.06
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.63 28.99 29.09 1.76 7,375.63
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.98 24.42 27.38 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 0.75 12.37 17.59 1.94 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -9.08 28.29 29.71 1.80 5,418.32

Fund Holdings as on 31-July-2025

  • RELIANCE INDUSTRIES LTD

  • HDFC BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • AMBUJA CEMENTS LTD

  • LUPIN LTD

  • SHREE CEMENT LTD

  • METROPOLIS HEALTHCARE LTD

  • GODREJ PROPERTIES LTD

  • JINDAL STEEL & POWER LTD

  • BHARTI AIRTEL LTD

  • THE RAMCO CEMENTS LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • CUMMINS INDIA LTD

  • HDFC LIFE INSURANCE CO. LTD

  • KEC INTERNATIONAL LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • DELHIVERY LTD

  • NUVOCO VISTAS CORPORATION LTD

  • STATE BANK OF INDIA

  • L&T FINANCE LTD

  • RBL BANK LTD

  • HINDALCO INDUSTRIES LTD

  • ADANI ENERGY SOLUTIONS LTD

  • SHRIRAM FINANCE LTD

  • BAJAJ FINSERV LTD

  • PB FINTECH LTD

  • HAVELLS INDIA LTD

  • ALKEM LABORATORIES LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • PI INDUSTRIES LTD

  • ASIAN PAINTS (INDIA) LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • VARUN BEVERAGES LTD

  • BANDHAN BANK LTD

  • ACME SOLAR HOLDINGS LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • DABUR INDIA LTD

  • HINDUSTAN UNILEVER LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • POWER FINANCE CORPORATION LTD

  • INFOSYS LTD

  • GRAVITA INDIA LTD

  • ITC LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • 360 ONE WAM LTD

  • COFORGE LTD

  • TEAMLEASE SERVICES LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • G R INFRAPROJECTS LTD

  • BAJAJ FINANCE LTD

  • PNB HOUSING FINANCE LTD

  • HCL TECHNOLOGIES LTD

  • DR. LAL PATH LABS LTD

  • DCB BANK LTD

  • VEDANT FASHIONS LTD

  • TARC LTD

  • GO FASHION (INDIA) LTD

  • MAHINDRA & MAHINDRA LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • PVR INOX LTD

  • SPICEJET LTD

  • CASH / NET CURRENT ASSET

  • 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

  • Insurance

  • Refineries

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Finance - Housing

  • IT - Software

  • Metal - Non Ferrous

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Telecommunication - Service Provider

  • Diesel Engines

  • Courier Services

  • Logistics

  • Bank - Public

  • Finance - Investment

  • Fintech

  • Electric Equipment

  • Pesticides & Agrochemicals

  • Paints

  • Consumer Food

  • Port

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Finance - Others

  • Professional Services

  • Textile

  • Retailing

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • 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 ₹2,898.17 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 ₹-0.05(-0.25%)yesterday to ₹18.4659.

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