Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl
Get the latest NAV of Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl. 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.
₹20.30
▲1.4%1D
NAV as on 25 May 2026
15.88%/per year
Since Inception
▲▼
14 people have invested ₹ 42.1K in Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl in the last three months
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (25-May-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Financial Services, Basic Materials & Industrial
Financial Services
31%
Industrial
17%
Basic Materials
16%
Financial Services
30%
Basic Materials
19%
Industrial
15%
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Holdings Details
as on (30-Apr-26)
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.61% |
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 Direct Payout of Income Dis cum Cap wdrl
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl is an equity fund. This fund was started on 4 August, 2021. The fund is managed by Hasmukh Vishariya, Rahul Singh, Sailesh Jain, Murthy Nagarajan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl has ₹2637 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl has given a CAGR return of 15.88% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.43% and 18.51% respectively.
Holdings
Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl 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 Direct Payout of Income Dis cum Cap wdrl
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 Direct Payout of Income Dis cum Cap wdrl has no lock in period.
Fund Manager
Hasmukh Vishariya
Fund Manager of Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl, since 1 March 2025
Rahul Singh
Fund Manager of Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl, since 4 August 2021
Sailesh Jain
Fund Manager of Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl, since 16 December 2021
Murthy Nagarajan
Fund Manager of Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl, since 4 August 2021
- AUM of the fund stands at 2.6K Cr as of Apr'26
- AUM increased by 270.9 Cr between Apr'26 and Mar'26
Frequently Asked Questions for Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl
How do I invest in Tata Business Cycle Fund Direct Payout of Income Dis cum Cap wdrl?
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