Tata Business Cycle Fund
Get the latest NAV of Tata Business Cycle Fund. 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.
₹19.81
1D
NAV as on 12 May 2026
15.42%/per year
Since Inception
▲▼
1025 people have invested ₹ 48.1L 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 (12-May-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Tata Business Cycle Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 9 out of 48 mutual funds in the equity - other category as per INDmoney.
Tata Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Business Cycle Fund Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
Tata Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Basic Materials & Industrial
Financial Services
30%
Basic Materials
19%
Industrial
15%
Financial Services
32%
Basic Materials
20%
Industrial
15%
Tata Business Cycle Fund Holdings Details
as on (30-Apr-26)
Tata Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.59% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹2637 Cr |
| Inception Date | 4 August, 2021 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 50.26% |
| Risk |   Very High Risk |
About Tata Business Cycle Fund
Tata Business Cycle Fund is an equity fund. This fund was started on 4 August, 2021. The fund is managed by Murthy Nagarajan, Hasmukh Vishariya, Rahul Singh, Sailesh Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata Business Cycle Fund has ₹2637 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Tata Business Cycle Fund has given a CAGR return of 15.42% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 2.15% and 17.72% respectively.
Holdings
Tata Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Health, Consumer Defensive, Utilities, Energy, Tech, Real Estate, Consumer Cyclical. Its top holdings are Reliance Industries Ltd, HDFC Bank Ltd, Jindal Steel Ltd, Metropolis Healthcare Ltd, Axis 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 benefitDividends 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
Murthy Nagarajan
Fund Manager of Tata Business Cycle Fund, since 4 August 2021
Hasmukh Vishariya
Fund Manager of Tata Business Cycle Fund, since 1 March 2025
Rahul Singh
Fund Manager of Tata Business Cycle Fund, since 4 August 2021
Sailesh Jain
Fund Manager of Tata Business Cycle Fund, since 16 December 2021
- AUM of the fund stands at 2.4K Cr as of Mar'26
- AUM decreased by 328.2 Cr between Mar'26 and Feb'26
Compare Tata Business Cycle Fund
Tata Business Cycle Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for Tata Business Cycle Fund
How do I invest in Tata Business Cycle Fund?
- 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.