Tata Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -5.61%
NAV: ₹19.76 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Tata Business Cycle Fund Direct-IDCW

  • ₹2,415.6 Cr
    AUM
  • ₹19.76
    NAV
  • 0.91%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Tata Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -5.61% NA NA
6 Months -1.61% NA NA
1 Year -3.86% -3.86% NA
2 Years -2.80% -1.41% NA
3 Years 35.87% 10.76% NA
5 Years 83.38% 12.89% NA
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As on Thu Nov 05, 2026

Asset Allocation of Tata Business Cycle Fund Direct-IDCW

equities

97.34%

other assets or cash equivalents

2.66%
Large Cap: 47.12%
Mid Cap: 21.78%
Small Cap: 31.11%
Other: 0.00%
Top Holdings
Reliance Industries Ltd
7.19%
Reliance Industries Ltd
7.06%
Reliance Industries Ltd
6.61%
Reliance Industries Ltd
6.61%
Reliance Industries Ltd
6.25%
 
Top Sectors
Energy & Utilities
75.81%
Financial
39.84%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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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 ₹2,415.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.91%.
The portfolio allocation consists of 97.34% in equities, 2.66% in other assets or cash equivalents.Managed by Rahul Singh, it has delivered a return of -3.86% in the last year, a total return since inception of 13.83%.
Choosing an appropriate best sip in india has an important role for long-term wealth creation.

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  • 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
    16.07%
  • Mean
    10.02%
  • Sharpe Ratio
    0.28%
  • Alpha
    -0.68%
  • Beta
    1.00%
  • Sortino Ratio
    0.39%

Tata Business Cycle Fund Direct-IDCW Fund Details

Fund Names Tata Business Cycle Fund Direct-IDCW
Inception Date 04 Aug 2021
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Tata Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare Tata Business Cycle Fund Direct-IDCW with other mutual funds in the same category

Tata Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Business Cycle Fund Regular-Growth increase ₹2,416 1.80% -5.92% -2.25% -5.13% 9.17%
Tata Business Cycle Fund Direct-Growth increase ₹2,416 1.91% -5.61% -1.61% -3.86% 10.76%
Tata Business Cycle Fund Regular-IDCW increase ₹2,416 1.80% -5.92% -2.25% -5.13% 9.17%
increase growth is based on 1-month returns of the funds

Tata Business Cycle Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
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Top funds are based on Fund AUM

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Tata Business Cycle Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Reliance Industries LtdEnergy & Utilities7.19%₹203.51 Cr
Reliance Industries LtdEnergy & Utilities7.06%₹203.14 Cr
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
Reliance Industries LtdEnergy & Utilities6.44%₹173.86 Cr
Reliance Industries LtdEnergy & Utilities7.08%₹167.44 Cr
Reliance Industries LtdEnergy & Utilities6.19%₹166.70 Cr
Hdfc Bank LtdFinancial5.06%₹146.55 Cr
Hdfc Bank LtdFinancial5.09%₹146.33 Cr
Hdfc Bank LtdFinancial5.09%₹143.95 Cr
Hdfc Bank LtdFinancial4.92%₹143.38 Cr
Hdfc Bank LtdFinancial4.92%₹143.38 Cr
Reliance Industries LtdEnergy & Utilities5.29%₹139.64 Cr
Hdfc Bank LtdFinancial4.88%₹138.11 Cr
Hdfc Bank LtdFinancial4.88%₹138.11 Cr
Hdfc Bank LtdFinancial5.00%₹134.95 Cr
Reliance Industries LtdEnergy & Utilities4.82%₹128.94 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Business Cycle Fund Direct-IDCW

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

As of Wed Sep 30, 2026, Tata Business Cycle Fund Direct-IDCW manages assets worth ₹2,415.6 crore

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

  • 3 Years CAGR: 10.76%
  • 5 Years CAGR: 12.89%
  • Since Inception: 13.83%

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

Equity: 97.34%, Others: 2.66%.

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: 47.12%, Mid Cap: 21.78%, Small Cap: 31.11%.

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

  • Reliance Industries Ltd – 7.19% of the fund's portfolio
  • Reliance Industries Ltd – 7.06% of the fund's portfolio
  • 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

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

  • Energy & Utilities – 75.81% of the fund's portfolio
  • Financial – 39.84% of the fund's portfolio
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