Tata Business Cycle Fund Direct - Idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.12%
NAV: ₹20.44 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Tata Business Cycle Fund Direct - Idcw

  • ₹2,898.2 Cr
    AUM
  • ₹20.44
    NAV
  • 0.48%
    Expense Ratio
As on Wed Nov 19, 2025

Returns of Tata Business Cycle Fund Direct - Idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.12% NA NA
6 Months 9.86% NA NA
1 Year -5.96% -5.96% NA
2 Years 34.67% 16.05% NA
3 Years 77.88% 21.16% NA
View More
As on Wed Nov 19, 2025

Asset Allocation

equities

97.75%

other assets or cash equivalents

2.25%
Large Cap: 56.63%
Mid Cap: 16.97%
Small Cap: 26.39%
Other: 0.00%
Top Holdings
Reliance Industries Ltd
6.61%
Reliance Industries Ltd
6.61%
Reliance Industries Ltd
6.25%
Reliance Industries Ltd
6.25%
Reliance Industries Ltd
6.02%
 
Top Sectors
Financial
162.62%
Materials
79.98%
Industrials
60.77%
Energy & Utilities
52.00%
Healthcare
47.18%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Tata Business Cycle Fund Direct - Idcw

Launched on 04 Aug 2021, the fund aims Long Term Capital Appreciation. An equity scheme that invests predominantly in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. It manages assets worth ₹2,898.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.48%.
The portfolio allocation consists of 97.75% in equities, 2.25% in other assets or cash equivalents. Managed by Rahul Singh, it has delivered a return of -5.96% in the last year, a total return since inception of 17.76%.

Read more
  • Hasmukh Vishariya

    Fund Manager

  • Chartered Accountant

    Manager Education

  • Sailesh Jain

    Fund Manager

  • Mr. Jain is a Commerce Graduate and an MBA.

    Manager Education

  • Murthy Nagarajan

    Fund Manager

  • Mr. Nagarajan is a M.Com, ICWA and PGPMS.

    Manager Education

  • Rahul Singh

    Fund Manager

  • Mr. Singh is B.Tech & PGDBM

    Manager Education

Key Metrics of Tata Business Cycle Fund Direct - Idcw

  • Standard Deviation
    13.51%
  • Sharpe Ratio
    0.97%
  • Alpha
    5.21%
  • Beta
    0.97%

Fund Details

Fund Names Tata Business Cycle Fund Direct - Idcw
Inception Date 04 Aug 2021
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Business Cycle Fund Regular - Growth increase ₹2,898 1.40% 1.28% 3.02% 2.74% 17.62%
Tata Business Cycle Fund Direct - Growth increase ₹2,898 1.53% 1.64% 3.76% 4.21% 19.46%
Tata Business Cycle Fund Regular - Idcw increase ₹2,898 1.40% 1.28% 3.02% 2.74% 17.62%
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 ₹25.71 22.61% - -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹27.24 23.88% - -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹20.44 19.46% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹19.08 17.62% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹16.36 14.90% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹15.53 13.56% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Reliance Industries LtdEnergy & Utilities6.61%₹192.63 Cr
Reliance Industries LtdEnergy & Utilities6.61%₹192.63 Cr
Reliance Industries LtdEnergy & Utilities6.25%₹176.76 Cr
Reliance Industries LtdEnergy & Utilities6.25%₹176.76 Cr
Reliance Industries LtdEnergy & Utilities6.02%₹174.60 Cr
Hdfc Bank LtdFinancial5.06%₹146.55 Cr
Hdfc Bank LtdFinancial4.92%₹143.38 Cr
Hdfc Bank LtdFinancial4.92%₹143.38 Cr
Hdfc Bank LtdFinancial4.88%₹138.11 Cr
Hdfc Bank LtdFinancial4.88%₹138.11 Cr
Jindal Steel & Power LtdMaterials3.62%₹105.46 Cr
Jindal Steel & Power LtdMaterials3.62%₹105.46 Cr
Kotak Mahindra Bank LtdFinancial3.53%₹102.44 Cr
Jindal Steel & Power LtdMaterials3.50%₹98.99 Cr
Jindal Steel & Power LtdMaterials3.50%₹98.99 Cr
Axis Bank LtdFinancial3.29%₹95.90 Cr
Axis Bank LtdFinancial3.29%₹95.90 Cr
Metropolis Healthcare LtdHealthcare3.09%₹90.14 Cr
Metropolis Healthcare LtdHealthcare3.09%₹90.14 Cr
Axis Bank LtdFinancial3.11%₹88.03 Cr
Axis Bank LtdFinancial3.11%₹88.03 Cr
Larsen & Toubro LtdIndustrials2.97%₹86.65 Cr
Larsen & Toubro LtdIndustrials2.97%₹86.65 Cr
Axis Bank LtdFinancial2.87%₹83.11 Cr
L&t Finance Holdings LtdFinancial2.84%₹82.83 Cr
L&t Finance Holdings LtdFinancial2.84%₹82.83 Cr
Larsen & Toubro LtdIndustrials2.78%₹78.65 Cr
Larsen & Toubro LtdIndustrials2.78%₹78.65 Cr
Larsen & Toubro LtdIndustrials2.70%₹78.17 Cr
Metropolis Healthcare LtdHealthcare2.76%₹78.01 Cr
Metropolis Healthcare LtdHealthcare2.76%₹78.01 Cr
Ambuja Cements LtdMaterials2.63%₹76.23 Cr
Ambuja Cements LtdMaterials2.59%₹73.30 Cr
Ambuja Cements LtdMaterials2.59%₹73.30 Cr
Kotak Mahindra Bank LtdFinancial2.59%₹73.28 Cr
Kotak Mahindra Bank LtdFinancial2.59%₹73.28 Cr
Ambuja Cements LtdMaterials2.49%₹72.72 Cr
Ambuja Cements LtdMaterials2.49%₹72.72 Cr
Lupin LtdHealthcare2.48%₹72.33 Cr
Lupin LtdHealthcare2.48%₹72.33 Cr
L&t Finance Holdings LtdFinancial2.52%₹71.35 Cr
L&t Finance Holdings LtdFinancial2.52%₹71.35 Cr
Godrej Properties LtdReal Estate2.44%₹71.11 Cr
Godrej Properties LtdReal Estate2.44%₹71.11 Cr
Lupin LtdHealthcare2.45%₹71.06 Cr
Cummins India LtdIndustrials2.42%₹70.64 Cr
Cummins India LtdIndustrials2.42%₹70.64 Cr
Lupin LtdHealthcare2.49%₹70.41 Cr
Lupin LtdHealthcare2.49%₹70.41 Cr
Shree Cement LtdMaterials2.33%₹67.60 Cr
Metropolis Healthcare LtdHealthcare2.32%₹67.20 Cr
Godrej Properties LtdReal Estate2.26%₹65.36 Cr
Jindal Steel & Power LtdMaterials2.22%₹64.23 Cr
Shree Cement LtdMaterials2.27%₹64.21 Cr
Shree Cement LtdMaterials2.27%₹64.21 Cr
Cummins India LtdIndustrials2.26%₹63.85 Cr
Cummins India LtdIndustrials2.26%₹63.85 Cr
Shree Cement LtdMaterials2.13%₹62.11 Cr
Shree Cement LtdMaterials2.13%₹62.11 Cr
Cash/net Current AssetsUnspecified2.15%₹62.08 Cr
Cash/net Current AssetsUnspecified2.15%₹62.08 Cr
Delhivery LtdIndustrials2.11%₹61.54 Cr
Delhivery LtdIndustrials2.11%₹61.54 Cr
Godrej Properties LtdReal Estate2.16%₹61.19 Cr
Godrej Properties LtdReal Estate2.16%₹61.19 Cr
Bharti Airtel LtdTechnology2.08%₹60.30 Cr
The Ramco Cements LtdMaterials2.07%₹60.01 Cr
Niva Bupa Health Insurance Company Ltd.Financial2.06%₹59.57 Cr
Delhivery LtdIndustrials2.10%₹59.44 Cr
Delhivery LtdIndustrials2.10%₹59.44 Cr
Bharti Airtel LtdTechnology2.09%₹59.17 Cr
Bharti Airtel LtdTechnology2.09%₹59.17 Cr
Cummins India LtdIndustrials1.99%₹57.81 Cr
Kotak Mahindra Bank LtdFinancial1.97%₹57.33 Cr
Kotak Mahindra Bank LtdFinancial1.97%₹57.33 Cr
Pb Fintech LtdFinancial1.95%₹56.72 Cr
Pb Fintech LtdFinancial1.95%₹56.72 Cr
Kec International LtdDiversified2.00%₹56.44 Cr
Kec International LtdDiversified2.00%₹56.44 Cr
Apollo Hospitals Enterprise LtdHealthcare1.93%₹56.39 Cr
Apollo Hospitals Enterprise LtdHealthcare1.93%₹56.39 Cr
Hdfc Life Insurance Co LtdFinancial1.98%₹56.10 Cr
Hdfc Life Insurance Co LtdFinancial1.98%₹56.10 Cr
Hdfc Life Insurance Co LtdFinancial1.93%₹56.03 Cr
Kec International LtdDiversified1.92%₹55.70 Cr
Niva Bupa Health Insurance Company Ltd.Financial1.97%₹55.69 Cr
Niva Bupa Health Insurance Company Ltd.Financial1.97%₹55.69 Cr
Apollo Hospitals Enterprise LtdHealthcare1.90%₹55.04 Cr
Apollo Hospitals Enterprise LtdHealthcare1.92%₹54.39 Cr
Apollo Hospitals Enterprise LtdHealthcare1.92%₹54.39 Cr
Hdfc Life Insurance Co LtdFinancial1.86%₹54.28 Cr
Hdfc Life Insurance Co LtdFinancial1.86%₹54.28 Cr
Pb Fintech LtdFinancial1.91%₹54.07 Cr
Pb Fintech LtdFinancial1.91%₹54.07 Cr
The Ramco Cements LtdMaterials1.83%₹53.24 Cr
The Ramco Cements LtdMaterials1.83%₹53.24 Cr
Kec International LtdDiversified1.81%₹52.87 Cr
Kec International LtdDiversified1.81%₹52.87 Cr
Cash/net Current AssetsUnspecified1.85%₹52.44 Cr
Cash/net Current AssetsUnspecified1.85%₹52.44 Cr
Hindalco Industries LtdMaterials1.79%₹52.14 Cr
Hindalco Industries LtdMaterials1.79%₹52.14 Cr
Bharti Airtel LtdTechnology1.76%₹51.36 Cr
Bharti Airtel LtdTechnology1.76%₹51.36 Cr
Niva Bupa Health Insurance Company Ltd.Financial1.75%₹51.07 Cr
Niva Bupa Health Insurance Company Ltd.Financial1.75%₹51.07 Cr
Adani Transmission LtdEnergy & Utilities1.74%₹50.78 Cr
Adani Transmission LtdEnergy & Utilities1.74%₹50.78 Cr
Delhivery LtdIndustrials1.75%₹50.78 Cr
The Ramco Cements LtdMaterials1.78%₹50.23 Cr
The Ramco Cements LtdMaterials1.78%₹50.23 Cr
Shriram Transport Finance Company LtdFinancial1.69%₹49.27 Cr
Shriram Transport Finance Company LtdFinancial1.69%₹49.27 Cr
Nuvoco Vistas Corp LtdMaterials1.65%₹47.96 Cr
Hindalco Industries LtdMaterials1.66%₹46.86 Cr
Hindalco Industries LtdMaterials1.66%₹46.86 Cr
Nuvoco Vistas Corp LtdMaterials1.65%₹46.74 Cr
Nuvoco Vistas Corp LtdMaterials1.65%₹46.74 Cr
Nuvoco Vistas Corp LtdMaterials1.58%₹46.18 Cr
Nuvoco Vistas Corp LtdMaterials1.58%₹46.18 Cr
State Bank Of IndiaFinancial1.56%₹45.17 Cr
Adani Transmission LtdEnergy & Utilities1.59%₹44.91 Cr
Adani Transmission LtdEnergy & Utilities1.59%₹44.91 Cr
Rbl Bank LtdFinancial1.58%₹44.63 Cr
Rbl Bank LtdFinancial1.58%₹44.63 Cr
Itc LtdConsumer Staples1.51%₹44.14 Cr
Itc LtdConsumer Staples1.51%₹44.14 Cr
Bajaj Finserv LtdFinancial1.50%₹43.85 Cr
Bajaj Finserv LtdFinancial1.50%₹43.85 Cr
L&t Finance Holdings LtdFinancial1.51%₹43.66 Cr
Rbl Bank LtdFinancial1.48%₹42.95 Cr
Rbl Bank LtdFinancial1.47%₹42.74 Cr
Rbl Bank LtdFinancial1.47%₹42.74 Cr
Alkem Laboratories LtdHealthcare1.46%₹42.60 Cr
Alkem Laboratories LtdHealthcare1.46%₹42.60 Cr
Itc LtdConsumer Staples1.49%₹42.16 Cr
Itc LtdConsumer Staples1.49%₹42.16 Cr
Bajaj Finserv LtdFinancial1.49%₹42.13 Cr
Bajaj Finserv LtdFinancial1.49%₹42.13 Cr
Hindalco Industries LtdMaterials1.45%₹42.01 Cr
Alkem Laboratories LtdHealthcare1.48%₹41.96 Cr
Alkem Laboratories LtdHealthcare1.48%₹41.96 Cr
Adani Transmission LtdEnergy & Utilities1.44%₹41.63 Cr
Shriram Transport Finance Company LtdFinancial1.43%₹41.50 Cr
Bajaj Finserv LtdFinancial1.41%₹40.91 Cr
Shriram Transport Finance Company LtdFinancial1.43%₹40.53 Cr
Shriram Transport Finance Company LtdFinancial1.43%₹40.53 Cr
Pb Fintech LtdFinancial1.39%₹40.35 Cr
Havells India LtdConsumer Discretionary1.41%₹39.95 Cr
Havells India LtdConsumer Discretionary1.41%₹39.95 Cr
Havells India LtdConsumer Discretionary1.38%₹39.92 Cr
Havells India LtdConsumer Discretionary1.36%₹39.74 Cr
Havells India LtdConsumer Discretionary1.36%₹39.74 Cr
Icici Lombard General Insurance Company LtdFinancial1.36%₹39.55 Cr
Icici Lombard General Insurance Company LtdFinancial1.36%₹39.55 Cr
Alkem Laboratories LtdHealthcare1.34%₹38.92 Cr
Asian Paints LtdMaterials1.32%₹38.55 Cr
Asian Paints LtdMaterials1.32%₹38.55 Cr
Icici Lombard General Insurance Company LtdFinancial1.32%₹38.22 Cr
Pi Industries LtdMaterials1.32%₹38.17 Cr
Icici Lombard General Insurance Company LtdFinancial1.33%₹37.49 Cr
Icici Lombard General Insurance Company LtdFinancial1.33%₹37.49 Cr
Asian Paints LtdMaterials1.27%₹36.79 Cr
India Shelter Finance Corporation Ltd.Financial1.27%₹36.68 Cr
Asian Paints LtdMaterials1.28%₹36.08 Cr
Asian Paints LtdMaterials1.28%₹36.08 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.24%₹36.02 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.24%₹36.02 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.24%₹35.84 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.22%₹35.48 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.22%₹35.48 Cr
India Shelter Finance Corporation Ltd.Financial1.21%₹35.35 Cr
India Shelter Finance Corporation Ltd.Financial1.21%₹35.35 Cr
Varun Beverages LtdConsumer Staples1.21%₹35.11 Cr
Acme Solar Holdings Ltd.Energy & Utilities1.20%₹35.08 Cr
Acme Solar Holdings Ltd.Energy & Utilities1.20%₹35.08 Cr
India Shelter Finance Corporation Ltd.Financial1.23%₹34.90 Cr
India Shelter Finance Corporation Ltd.Financial1.23%₹34.90 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.23%₹34.83 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.23%₹34.83 Cr
Bandhan Bank LtdFinancial1.20%₹34.70 Cr
Acme Solar Holdings Ltd.Energy & Utilities1.20%₹34.64 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.22%₹34.51 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.22%₹34.51 Cr
Acme Solar Holdings Ltd.Energy & Utilities1.22%₹34.49 Cr
Acme Solar Holdings Ltd.Energy & Utilities1.22%₹34.49 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.18%₹34.08 Cr
Bandhan Bank LtdFinancial1.18%₹33.49 Cr
Bandhan Bank LtdFinancial1.18%₹33.49 Cr
Dabur India LtdConsumer Staples1.14%₹33.03 Cr
Bandhan Bank LtdFinancial1.11%₹32.32 Cr
Bandhan Bank LtdFinancial1.11%₹32.32 Cr
Pi Industries LtdMaterials1.10%₹32.12 Cr
Pi Industries LtdMaterials1.10%₹32.12 Cr
Varun Beverages LtdConsumer Staples1.08%₹31.55 Cr
Varun Beverages LtdConsumer Staples1.08%₹31.55 Cr
Pi Industries LtdMaterials1.12%₹31.55 Cr
Pi Industries LtdMaterials1.12%₹31.55 Cr
Hindustan Unilever LtdConsumer Staples1.09%₹31.52 Cr
Hindustan Unilever LtdConsumer Staples1.11%₹31.43 Cr
Hindustan Unilever LtdConsumer Staples1.11%₹31.43 Cr
Icici Prudential Life Insurance Company LtdFinancial1.07%₹30.92 Cr
Hindustan Unilever LtdConsumer Staples1.06%₹30.82 Cr
Hindustan Unilever LtdConsumer Staples1.06%₹30.82 Cr
Power Finance Corporation LtdFinancial1.09%₹30.77 Cr
Power Finance Corporation LtdFinancial1.09%₹30.77 Cr
Power Finance Corporation LtdFinancial1.06%₹30.75 Cr
Dabur India LtdConsumer Staples1.08%₹30.67 Cr
Dabur India LtdConsumer Staples1.08%₹30.67 Cr
Infosys LtdTechnology1.05%₹30.46 Cr
Dabur India LtdConsumer Staples1.04%₹30.44 Cr
Dabur India LtdConsumer Staples1.04%₹30.44 Cr
Power Finance Corporation LtdFinancial1.04%₹30.24 Cr
Power Finance Corporation LtdFinancial1.04%₹30.24 Cr
Infosys LtdTechnology1.03%₹29.92 Cr
Infosys LtdTechnology1.03%₹29.92 Cr
Varun Beverages LtdConsumer Staples1.05%₹29.81 Cr
Varun Beverages LtdConsumer Staples1.05%₹29.81 Cr
Gravita India LtdIndustrials1.01%₹29.41 Cr
Infosys LtdTechnology1.03%₹29.10 Cr
Infosys LtdTechnology1.03%₹29.10 Cr
Iifl Wealth Management LtdFinancial1.00%₹29.07 Cr
Iifl Wealth Management LtdFinancial1.00%₹29.07 Cr
Itc LtdConsumer Staples0.99%₹28.84 Cr
Hindustan Aeronautics LtdIndustrials1.01%₹28.48 Cr
Hindustan Aeronautics LtdIndustrials1.01%₹28.48 Cr
Five-star Business Finance LtdFinancial0.98%₹28.43 Cr
Five-star Business Finance LtdFinancial0.98%₹28.43 Cr
Aptus Value Housing Finance India LtdFinancial0.98%₹28.33 Cr
Iifl Wealth Management LtdFinancial0.98%₹28.32 Cr
Hindustan Aeronautics LtdIndustrials0.96%₹28.08 Cr
Hindustan Aeronautics LtdIndustrials0.96%₹28.08 Cr
Coforge LtdTechnology0.96%₹28.01 Cr
Coforge LtdTechnology0.96%₹28.01 Cr
Aptus Value Housing Finance India LtdFinancial0.98%₹27.65 Cr
Aptus Value Housing Finance India LtdFinancial0.98%₹27.65 Cr
Iifl Wealth Management LtdFinancial0.97%₹27.55 Cr
Iifl Wealth Management LtdFinancial0.97%₹27.55 Cr
Coforge LtdTechnology0.95%₹27.53 Cr
Aptus Value Housing Finance India LtdFinancial0.94%₹27.46 Cr
Aptus Value Housing Finance India LtdFinancial0.94%₹27.46 Cr
Teamlease Services LtdIndustrials0.91%₹26.51 Cr
Dcb Bank LtdFinancial0.90%₹26.19 Cr
Dcb Bank LtdFinancial0.90%₹26.19 Cr
Gravita India LtdIndustrials0.90%₹26.17 Cr
Gravita India LtdIndustrials0.90%₹26.17 Cr
Five-star Business Finance LtdFinancial0.89%₹25.86 Cr
G R Infraprojects LtdIndustrials0.89%₹25.75 Cr
Teamlease Services LtdIndustrials0.91%₹25.73 Cr
Teamlease Services LtdIndustrials0.91%₹25.73 Cr
Bajaj Finance LtdFinancial0.87%₹25.26 Cr
Coforge LtdTechnology0.89%₹25.06 Cr
Coforge LtdTechnology0.89%₹25.06 Cr
Gravita India LtdIndustrials0.87%₹24.65 Cr
Gravita India LtdIndustrials0.87%₹24.65 Cr
Teamlease Services LtdIndustrials0.83%₹24.27 Cr
Teamlease Services LtdIndustrials0.83%₹24.27 Cr
Five-star Business Finance LtdFinancial0.83%₹23.37 Cr
Five-star Business Finance LtdFinancial0.83%₹23.37 Cr
Pnb Housing Finance LtdFinancial0.80%₹23.22 Cr
Hcl Technologies LtdTechnology0.80%₹23.21 Cr
G R Infraprojects LtdIndustrials0.82%₹23.15 Cr
G R Infraprojects LtdIndustrials0.82%₹23.15 Cr
Dr. Lal Pathlabs LtdHealthcare0.79%₹22.82 Cr
Dr. Lal Pathlabs LtdHealthcare0.78%₹22.71 Cr
Dr. Lal Pathlabs LtdHealthcare0.78%₹22.71 Cr
Dr. Lal Pathlabs LtdHealthcare0.80%₹22.58 Cr
Dr. Lal Pathlabs LtdHealthcare0.80%₹22.58 Cr
Dcb Bank LtdFinancial0.77%₹22.31 Cr
Vedant Fashions LtdConsumer Discretionary0.76%₹22.00 Cr
Tarc LtdReal Estate0.75%₹21.72 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.72%₹21.06 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.72%₹21.06 Cr
Dcb Bank LtdFinancial0.74%₹21.01 Cr
Dcb Bank LtdFinancial0.74%₹21.01 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.73%₹20.69 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.73%₹20.69 Cr
Go Fashion (india) LtdConsumer Discretionary0.71%₹20.63 Cr
Vedant Fashions LtdConsumer Discretionary0.72%₹20.26 Cr
Vedant Fashions LtdConsumer Discretionary0.72%₹20.26 Cr
Pvr LtdConsumer Discretionary0.68%₹19.73 Cr
Pvr LtdConsumer Discretionary0.68%₹19.73 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.67%₹19.34 Cr
Vedant Fashions LtdConsumer Discretionary0.65%₹18.96 Cr
Vedant Fashions LtdConsumer Discretionary0.65%₹18.96 Cr
Tarc LtdReal Estate0.65%₹18.45 Cr
Tarc LtdReal Estate0.65%₹18.45 Cr
Pvr LtdConsumer Discretionary0.62%₹17.57 Cr
Pvr LtdConsumer Discretionary0.62%₹17.57 Cr
Century Textiles & Industries LtdMaterials0.58%₹16.90 Cr
Go Fashion (india) LtdConsumer Discretionary0.60%₹16.89 Cr
Go Fashion (india) LtdConsumer Discretionary0.60%₹16.89 Cr
Pvr LtdConsumer Discretionary0.56%₹16.34 Cr
Go Fashion (india) LtdConsumer Discretionary0.55%₹16.14 Cr
Go Fashion (india) LtdConsumer Discretionary0.55%₹16.14 Cr
Tarc LtdReal Estate0.55%₹16.02 Cr
Tarc LtdReal Estate0.55%₹16.02 Cr
Spicejet LtdIndustrials0.52%₹15.29 Cr
Spicejet LtdIndustrials0.52%₹15.29 Cr
Spicejet LtdIndustrials0.51%₹14.83 Cr
Century Textiles & Industries LtdMaterials0.52%₹14.62 Cr
Century Textiles & Industries LtdMaterials0.52%₹14.62 Cr
Cash/net Current AssetsUnspecified0.50%₹14.62 Cr
Quess Corp LtdIndustrials0.41%₹11.93 Cr
Spicejet LtdIndustrials0.42%₹11.82 Cr
Spicejet LtdIndustrials0.42%₹11.82 Cr
G R Infraprojects LtdIndustrials0.36%₹10.37 Cr
G R Infraprojects LtdIndustrials0.36%₹10.37 Cr
RepoUnspecified0.12%₹3.42 Cr
RepoUnspecified0.12%₹3.42 Cr
RepoUnspecified0.10%₹2.89 Cr
RepoUnspecified0.10%₹2.89 Cr
RepoUnspecified0.09%₹2.60 Cr
Tata Nifty Auto Index Fund Direct - GrowthUnspecified0.09%₹2.54 Cr
Tata Nifty Auto Index Fund Direct - GrowthUnspecified0.09%₹2.54 Cr
Tata Nifty Auto Index Fund Direct - GrowthUnspecified0.09%₹2.51 Cr
Tata Nifty Auto Index Fund Direct - GrowthUnspecified0.09%₹2.51 Cr
Tata Nifty Auto Index Fund Direct - GrowthUnspecified0.08%₹2.24 Cr
Tata Nifty India Digital Etf - GrowthUnspecified0.00%₹0.02 Cr
Tata Nifty India Digital Etf - GrowthUnspecified0.00%₹0.02 Cr
Tata Nifty India Digital Etf - GrowthUnspecified0.00%₹0.01 Cr
Tata Nifty India Digital Etf - GrowthUnspecified0.00%₹0.01 Cr
Tata Nifty India Digital Etf - GrowthUnspecified0.00%₹0.01 Cr
View More

Frequently Asked Questions

Tata Business Cycle Fund Direct - Idcw

What is the current AUM of Tata Business Cycle Fund Direct - Idcw?

As of Thu Jul 31, 2025, Tata Business Cycle Fund Direct - Idcw manages assets worth ₹2,898.2 crore

How has Tata Business Cycle Fund Direct - Idcw performed recently?

  • 3 Months: -2.12%
  • 6 Months: 9.86%

What is the long-term performance of Tata Business Cycle Fund Direct - Idcw?

  • 3 Years CAGR: 21.16%
  • Since Inception: 17.76%

What is the portfolio composition of Tata Business Cycle Fund Direct - Idcw?

Equity: 97.75%, Others: 2.25%.

Who manages Tata Business Cycle Fund Direct - Idcw?

Tata Business Cycle Fund Direct - Idcw is managed by Rahul Singh from Tata Mutual Fund.

What is the market-cap allocation of Tata Business Cycle Fund Direct - Idcw?

Large Cap: 56.63%, Mid Cap: 16.97%, Small Cap: 26.39%.

Which are the top companies Tata Business Cycle Fund Direct - Idcw has invested in?

  • Reliance Industries Ltd – 6.61% of the fund's portfolio
  • Reliance Industries Ltd – 6.61% of the fund's portfolio
  • Reliance Industries Ltd – 6.25% of the fund's portfolio
  • Reliance Industries Ltd – 6.25% of the fund's portfolio
  • Reliance Industries Ltd – 6.02% of the fund's portfolio

Which are the major sectors Tata Business Cycle Fund Direct - Idcw focuses on?

  • Financial – 162.62% of the fund's portfolio
  • Materials – 79.98% of the fund's portfolio
  • Industrials – 60.77% of the fund's portfolio
  • Energy & Utilities – 52.00% of the fund's portfolio
  • Healthcare – 47.18% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.