Tata Business Cycle Fund Direct Growth

Tata Business Cycle Fund Direct Growth

Equity

Tata Mutual Fund

Equity - Other

Get the latest NAV of Tata Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹18.30

▼-1.8%1D

NAV as on 23 Oct 2026

12.28%/per year

Since Inception

Absolute Gain%

▲▼

959 people have invested ₹ 36L in Tata Business Cycle Fund in the last three months

Tata Business Cycle Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (23-Oct-26)

The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-11.57%
-10.5%
-8.1%
-10.31%
8.64%
11.26%
Nifty 500
-5.2%
-6.48%
-5.06%
-9.54%
8.53%
6.92%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-3.67%
-2.82%
6.01%
4.55%
--
--
Worst in Equity - Other
-6.76%
-7.49%
-9.74%
4.55%
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Tata Business Cycle Fund
12/62
2,416Cr
0.92%
-10.31%
8.64%
0.67
0.98
0.30
0.44
0.20
Aditya Birla Sun Life Special Opportunities Fund Dir
1/62
1,357Cr
1.19%
4.05%
17.45%
8.28
0.94
0.78
1.27
2.27
Franklin India Opportunities Fund
2/62
9,577Cr
0.88%
-7.79%
17.52%
9.46
1.01
0.79
1.27
1.49
Sundaram Services Fund
3/62
4,999Cr
0.85%
-6.08%
12.03%
6.35
1.01
0.47
0.72
1.18
See all

Tata Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Tata Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Oct-26)

Fund Distribution

as on (14-Oct-26)

Large cap
46.1%
Small cap
29.5%
Mid cap
21.3%
Mid Cap allocation has gone down from 23.5% to 21.3%
Mid Cap allocation has gone down from 23.5% to 21.3%
Large Cap allocation has gone up from 44.3% to 46.1%
Large Cap allocation has gone up from 44.3% to 46.1%
Small Cap allocation has gone up from 28.5% to 29.5%
Small Cap allocation has gone up from 28.5% to 29.5%
Cash allocation has gone down from 2.7% to 2.2%
Cash allocation has gone down from 2.7% to 2.2%

Tata Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Oct-26)

Sector Allocation

Financial Services
29.9%
Basic Materials
18.8%
Industrial
14.6%
Health
11%
Energy
7.1%
Consumer Defensive
6.9%
Utilities
5.1%
Tech
2.6%
Consumer Cyclical
2%
Real Estate
2%

Top 3 Sectors in September were Financial Services, Basic Materials & Industrial

Sep'26

Financial Services

27%

Basic Materials

19%

Industrial

18%

Aug'26

Financial Services

28%

Basic Materials

18%

Industrial

17%

Tata Business Cycle Fund Holdings Details

as on (30-Sep-26)

Holdings
Weight%
1M Change
Reliance Industries Ltd
4.8%
0%
Metropolis Healthcare Ltd
4.25%
-7.3%
Axis Bank Ltd
3.95%
0%
Jindal Steel Ltd
3.92%
0%
HDFC Bank Ltd
3.73%
0%
See all
Top Stocks bought last month
Vedanta Aluminium Metal Ltd's allocation increased from 0.34% to 1.99%
Vedanta Aluminium Metal Ltd's allocation increased from 0.34% to 1.99%
Graphite India Ltd's allocation increased from 1.21% to 1.9%
Graphite India Ltd's allocation increased from 1.21% to 1.9%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 0.57% to 1.2%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 0.57% to 1.2%
Top Stocks sold last month
Metropolis Healthcare Ltd's allocation decreased from 4.57 % to 4.25 %
Metropolis Healthcare Ltd's allocation decreased from 4.57 % to 4.25 %
L&T Finance Ltd's allocation decreased from 3.33 % to 2.96 %
L&T Finance Ltd's allocation decreased from 3.33 % to 2.96 %
Delhivery Ltd's allocation decreased from 2.88 % to 2.78 %
Delhivery Ltd's allocation decreased from 2.88 % to 2.78 %

Tata Business Cycle Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.92%
Benchmark
Nifty 500 TR INR
AUM₹2416 Cr
Inception Date4 August, 2021
Min Lumpsum/SIP₹5,000/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
56.93%
Risk
Risk meter
pointer
Very High Risk

About Tata Business Cycle Fund

Tata Business Cycle Fund Direct Growth is an equity fund. This fund was started on 4 August, 2021. The fund is managed by Rahul Singh, Murthy Nagarajan, Sailesh Jain, Hasmukh Vishariya. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata Business Cycle Fund has ₹2416 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Tata Business Cycle Fund has given a CAGR return of 12.28% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -10.31%, 8.64% and 11.26% respectively.

Holdings

Tata Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Industrial, Health, Energy, Consumer Defensive, Utilities, Consumer Cyclical, Tech, Real Estate. Its top holdings are Reliance Industries Ltd, Metropolis Healthcare Ltd, Axis Bank Ltd, Jindal Steel Ltd, HDFC Bank Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Tata Business Cycle Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Business Cycle Fund has no lock in period.

Fund Manager

Rahul Singh

Fund Manager of Tata Business Cycle Fund, since 4 August 2021

Murthy Nagarajan

Fund Manager of Tata Business Cycle Fund, since 4 August 2021

Sailesh Jain

Fund Manager of Tata Business Cycle Fund, since 16 December 2021

Hasmukh Vishariya

Fund Manager of Tata Business Cycle Fund, since 1 March 2025

Learn more about Tata Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 2.4K Cr
₹ 2.6K Cr
₹ 2.6K Cr
  • AUM of the fund stands at 2.4K Cr as of Sep'26
  • AUM decreased by 186.8 Cr between Sep'26 and Aug'26

Compare Tata Business Cycle Fund

Tata Business Cycle Fund

VS

ICICI Prudential India Opportunities Fund

Frequently Asked Questions for Tata Business Cycle Fund Direct Growth

How do I invest in Tata Business Cycle Fund?

INDmoney makes it simple to invest in the Tata Business Cycle Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Tata Business Cycle Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Tata Business Cycle Fund?

The NAV of the fund today is ₹18.30. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Tata Business Cycle Fund fund has generated a return of -10.31% in 1 year, 8.64% in 3 years, 11.26% in 5 years.

Who is the fund manager of Tata Business Cycle Fund?

The fund managers are Rahul Singh, Murthy Nagarajan, Sailesh Jain, Hasmukh Vishariya.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.92%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2416 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Tata Business Cycle Fund?

The top 3 holdings of the fund are Reliance Industries Ltd(4.8%), Metropolis Healthcare Ltd(4.25%), Axis Bank Ltd(3.95%)