Fund Overview of Tata Business Cycle Fund Regular - Growth
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₹2,898.2 CrAUM
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₹18.50NAV
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1.90%Expense Ratio
Returns of Tata Business Cycle Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.23% | NA | NA |
| 6 Months | 14.40% | NA | NA |
| 1 Year | -6.86% | -6.86% | NA |
| 2 Year | NA | 15.21% | NA |
| 3 Years | 68.63% | 19.03% | NA |
Asset Allocation
equities
99.41%other assets or cash equivalents
0.59%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 1.9%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Business Cycle Fund Regular - Growth
The portfolio allocation consists of 99.41% in equities, 0.59% in other assets or cash equivalents. Managed by Rahul Singh, it has delivered a return of -6.86% in the last year, a total return since inception of 16.70%.
Key Metrics of Tata Business Cycle Fund Regular - Growth
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Standard Deviation13.49%
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Sharpe Ratio0.85%
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Alpha3.63%
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Beta0.97%
Fund Details
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Fund NamesTata Business Cycle Fund Regular - Growth
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Inception Date04 Aug 2021
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 500
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STP Minimum Investment amount₹ 500
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RiskPrincipal at very high risk
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
Tata Business Cycle Fund Direct - Growth
|
₹2,898 | 0.56% | -2.61% | 7.77% | -8.60% | 21.32% |
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Tata Business Cycle Fund Direct - Growth
|
₹2,898 | 0.56% | -2.61% | 7.77% | -8.60% | 21.32% |
|
Tata Business Cycle Fund Direct - Growth
|
₹2,898 | 0.56% | -2.61% | 7.77% | -8.60% | 21.32% |
|
Tata Business Cycle Fund Direct - Idcw
|
₹2,898 | 0.56% | -2.61% | 7.77% | -8.60% | 21.32% |
|
Tata Business Cycle Fund Direct - Idcw
|
₹2,898 | 0.56% | -2.61% | 7.77% | -8.60% | 21.32% |
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Tata Business Cycle Fund Regular - Idcw
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₹2,898 | 0.44% | -2.95% | 7.00% | -9.88% | 19.43% |
|
Tata Business Cycle Fund Regular - Idcw
|
₹2,898 | 0.44% | -2.95% | 7.00% | -9.88% | 19.43% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct - Growth |
₹13,479 | ₹26.03 | 24.82% | - | - |
| ICICI Prudential Business Cycle Fund - Growth |
₹13,479 | ₹24.60 | 23.51% | - | - |
| Tata Business Cycle Fund Direct - Growth |
₹2,898 | ₹19.78 | 21.32% | - | - |
| Tata Business Cycle Fund Regular - Growth |
₹2,898 | ₹18.50 | 19.43% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 6.02% | ₹174.60 Cr |
| Hdfc Bank Ltd | Financial | 5.06% | ₹146.55 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.53% | ₹102.44 Cr |
| Axis Bank Ltd | Financial | 2.87% | ₹83.11 Cr |
| Larsen & Toubro Ltd | Industrials | 2.70% | ₹78.17 Cr |
| Ambuja Cements Ltd | Materials | 2.63% | ₹76.23 Cr |
| Lupin Ltd | Healthcare | 2.45% | ₹71.06 Cr |
| Shree Cement Ltd | Materials | 2.33% | ₹67.60 Cr |
| Metropolis Healthcare Ltd | Healthcare | 2.32% | ₹67.20 Cr |
| Godrej Properties Ltd | Real Estate | 2.26% | ₹65.36 Cr |
| Jindal Steel & Power Ltd | Materials | 2.22% | ₹64.23 Cr |
| Bharti Airtel Ltd | Technology | 2.08% | ₹60.30 Cr |
| The Ramco Cements Ltd | Materials | 2.07% | ₹60.01 Cr |
| Niva Bupa Health Insurance Company Ltd. | Financial | 2.06% | ₹59.57 Cr |
| Cummins India Ltd | Industrials | 1.99% | ₹57.81 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 1.93% | ₹56.03 Cr |
| Kec International Ltd | Diversified | 1.92% | ₹55.70 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.90% | ₹55.04 Cr |
| Delhivery Ltd | Industrials | 1.75% | ₹50.78 Cr |
| Nuvoco Vistas Corp Ltd | Materials | 1.65% | ₹47.96 Cr |
| State Bank Of India | Financial | 1.56% | ₹45.17 Cr |
| L&t Finance Holdings Ltd | Financial | 1.51% | ₹43.66 Cr |
| Rbl Bank Ltd | Financial | 1.48% | ₹42.95 Cr |
| Hindalco Industries Ltd | Materials | 1.45% | ₹42.01 Cr |
| Adani Transmission Ltd | Energy & Utilities | 1.44% | ₹41.63 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.43% | ₹41.50 Cr |
| Bajaj Finserv Ltd | Financial | 1.41% | ₹40.91 Cr |
| Pb Fintech Ltd | Financial | 1.39% | ₹40.35 Cr |
| Havells India Ltd | Consumer Discretionary | 1.38% | ₹39.92 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.34% | ₹38.92 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 1.32% | ₹38.22 Cr |
| Pi Industries Ltd | Materials | 1.32% | ₹38.17 Cr |
| Asian Paints Ltd | Materials | 1.27% | ₹36.79 Cr |
| India Shelter Finance Corporation Ltd. | Financial | 1.27% | ₹36.68 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.24% | ₹35.84 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.21% | ₹35.11 Cr |
| Bandhan Bank Ltd | Financial | 1.20% | ₹34.70 Cr |
| Acme Solar Holdings Ltd. | Energy & Utilities | 1.20% | ₹34.64 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.18% | ₹34.08 Cr |
| Dabur India Ltd | Consumer Staples | 1.14% | ₹33.03 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.09% | ₹31.52 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 1.07% | ₹30.92 Cr |
| Power Finance Corporation Ltd | Financial | 1.06% | ₹30.75 Cr |
| Infosys Ltd | Technology | 1.05% | ₹30.46 Cr |
| Gravita India Ltd | Industrials | 1.01% | ₹29.41 Cr |
| Itc Ltd | Consumer Staples | 0.99% | ₹28.84 Cr |
| Aptus Value Housing Finance India Ltd | Financial | 0.98% | ₹28.33 Cr |
| Iifl Wealth Management Ltd | Financial | 0.98% | ₹28.32 Cr |
| Coforge Ltd | Technology | 0.95% | ₹27.53 Cr |
| Teamlease Services Ltd | Industrials | 0.91% | ₹26.51 Cr |
| Five-star Business Finance Ltd | Financial | 0.89% | ₹25.86 Cr |
| G R Infraprojects Ltd | Industrials | 0.89% | ₹25.75 Cr |
| Bajaj Finance Ltd | Financial | 0.87% | ₹25.26 Cr |
| Pnb Housing Finance Ltd | Financial | 0.80% | ₹23.22 Cr |
| Hcl Technologies Ltd | Technology | 0.80% | ₹23.21 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 0.79% | ₹22.82 Cr |
| Dcb Bank Ltd | Financial | 0.77% | ₹22.31 Cr |
| Vedant Fashions Ltd | Consumer Discretionary | 0.76% | ₹22.00 Cr |
| Tarc Ltd | Real Estate | 0.75% | ₹21.72 Cr |
| Go Fashion (india) Ltd | Consumer Discretionary | 0.71% | ₹20.63 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.67% | ₹19.34 Cr |
| Century Textiles & Industries Ltd | Materials | 0.58% | ₹16.90 Cr |
| Pvr Ltd | Consumer Discretionary | 0.56% | ₹16.34 Cr |
| Spicejet Ltd | Industrials | 0.51% | ₹14.83 Cr |
| Cash/net Current Assets | Unspecified | 0.50% | ₹14.62 Cr |
| Quess Corp Ltd | Industrials | 0.41% | ₹11.93 Cr |
| Repo | Unspecified | 0.09% | ₹2.60 Cr |
| Tata Nifty Auto Index Fund Direct - Growth | Unspecified | 0.08% | ₹2.24 Cr |
| Tata Nifty India Digital Etf - Growth | Unspecified | 0.00% | ₹0.01 Cr |
Tata Business Cycle Fund Regular - Growth
What is the current AUM of Tata Business Cycle Fund Regular - Growth?
As of Thu Jul 31, 2025, Tata Business Cycle Fund Regular - Growth manages assets worth ₹2,898.2 crore
How has Tata Business Cycle Fund Regular - Growth performed recently?
- 3 Months: 1.23%
- 6 Months: 14.40%
What is the long-term performance of Tata Business Cycle Fund Regular - Growth?
- 3 Years CAGR: 19.03%
- Since Inception: 16.70%
What is the portfolio composition of Tata Business Cycle Fund Regular - Growth?
Equity: 99.41%, Others: 0.59%.
Who manages Tata Business Cycle Fund Regular - Growth?
Tata Business Cycle Fund Regular - Growth is managed by Rahul Singh from Tata Mutual Fund.
What is the market-cap allocation of Tata Business Cycle Fund Regular - Growth?
Large Cap: 25.24%, Mid Cap: 26.34%, Small Cap: 9.15%.
Which are the top companies Tata Business Cycle Fund Regular - Growth has invested in?
- Reliance Industries Ltd – 6.02% of the fund's portfolio
- HDFC Bank Ltd – 5.06% of the fund's portfolio
- Kotak Mahindra Bank Ltd – 3.53% of the fund's portfolio
- Axis Bank Ltd – 2.87% of the fund's portfolio
- Larsen & Toubro Ltd – 2.70% of the fund's portfolio
Which are the major sectors Tata Business Cycle Fund Regular - Growth focuses on?
- Financial – 35.44% of the fund's portfolio
- Materials – 15.52% of the fund's portfolio
- Industrials – 11.35% of the fund's portfolio
- Energy & Utilities – 9.90% of the fund's portfolio
- Healthcare – 8.80% of the fund's portfolio
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