Name: Tata Business Cycle Fund - Regular Plan
Brand: Tata Mutual Fund
Price: 18.21 INR

Fund Overview
Returns
Historical NAV
Asset Allocation
About Fund
Key Metrics
Fund Details
Detailed Portfolio
FAQ

Fund Overview of Tata Business Cycle Fund Regular-IDCW

₹2,415.6 Cr

AUM
₹18.21

NAV
2.18%

Expense Ratio

As on Thu Nov 05, 2026

Calculate your Returns

How much do you want to invest monthly?

₹

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

Tata Business Cycle Fund Regular-IDCW Return Comparison

Tenure	Absolute(%)	Annualised(%)	Category Average(%)
3 Months	-5.92%	NA	NA
6 Months	-2.25%	NA	NA
1 Year	-5.13%	-5.13%	NA
2 Years	-5.43%	-2.75%	NA
3 Years	30.12%	9.17%	NA
5 Years	69.71%	11.16%	NA

As on Thu Nov 05, 2026

Tata Business Cycle Fund Regular-IDCW Net Asset Value(NAV) History

Date	NAV
05 Nov 2026	₹18.21
04 Nov 2026	₹18.06
03 Nov 2026	₹17.72
02 Nov 2026	₹17.54
29 Oct 2026	₹17.34
27 Oct 2026	₹17.13
26 Oct 2026	₹16.99
21 Oct 2026	₹17.29
19 Oct 2026	₹17.57
15 Oct 2026	₹17.76
14 Oct 2026	₹17.77
13 Oct 2026	₹17.80
12 Oct 2026	₹17.69
09 Oct 2026	₹17.65
08 Oct 2026	₹17.46
07 Oct 2026	₹17.89
05 Oct 2026	₹17.89
30 Sep 2026	₹18.06
29 Sep 2026	₹18.16
28 Sep 2026	₹18.28
23 Sep 2026	₹19.10
22 Sep 2026	₹18.96
21 Sep 2026	₹18.98
17 Sep 2026	₹18.70
15 Sep 2026	₹18.50
10 Sep 2026	₹19.00
09 Sep 2026	₹19.04
07 Sep 2026	₹19.01
04 Sep 2026	₹19.15
03 Sep 2026	₹19.12

Asset Allocation of Tata Business Cycle Fund Regular-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

Invest Now

About Fund

About Tata Business Cycle Fund Regular-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 2.18%.
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 -5.13% in the last year, a total return since inception of 12.08%.
Considering risk tolerance investors may compare best sip to invest as part of their overall investment planning.

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 Regular-IDCW

Standard Deviation

16.04%
Mean

8.57%
Sharpe Ratio

0.19%
Alpha

-2.13%
Beta

1.00%
Sortino Ratio

0.26%

Tata Business Cycle Fund Regular-IDCW Fund Details

Fund Names	Tata Business Cycle Fund Regular-IDCW
Inception Date	04 Aug 2021
Lock In	No Lock-in

Risk	Principal at very high risk

More Details

Compare Mutual Funds

Tata Business Cycle Fund Regular-IDCW Fund Returns Comparison

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

Tata Business Cycle Fund Regular-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

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Top Performing Mutual Funds

Fund Names	AUM (Cr)	1M	3M	1Yr	3Yr	5Yr
ICICI Prudential Business Cycle Fund Direct-Growth	₹14,889	6.00%	-1.97%	-1.94%	16.03%	14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW	₹14,889	6.00%	-1.97%	-1.94%	16.03%	14.65%
HSBC Business Cycles Fund Direct-Growth	₹1,179	1.14%	-1.23%	1.58%	16.60%	14.14%
HSBC Business Cycles Fund Direct-IDCW	₹1,179	1.14%	-1.23%	1.58%	16.60%	14.14%
ICICI Prudential Business Cycle Fund-Growth	₹14,889	5.94%	-2.18%	-2.80%	14.92%	13.42%
ICICI Prudential Business Cycle Fund-IDCW	₹14,889	5.94%	-2.18%	-2.80%	14.92%	13.42%
Tata Business Cycle Fund Direct-Growth	₹2,416	1.91%	-5.61%	-3.86%	10.76%	12.89%
Tata Business Cycle Fund Direct-IDCW	₹2,416	1.91%	-5.61%	-3.86%	10.76%	12.89%
HSBC Business Cycles Fund Regular-Growth	₹1,179	1.04%	-1.53%	0.37%	15.29%	12.89%
HSBC Business Cycles Fund Regular-IDCW	₹1,179	1.04%	-1.53%	0.37%	15.29%	12.89%

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	₹2,416	1.80%	-5.92%	-2.25%	-5.13%	9.17%
Tata Business Cycle Fund Direct-Growth	₹2,416	1.91%	-5.61%	-1.61%	-3.86%	10.76%
Tata Business Cycle Fund Direct-IDCW	₹2,416	1.91%	-5.61%	-1.61%	-3.86%	10.76%

growth is based on 1-month returns of the funds

Tata Business Cycle Fund Regular-IDCW Calculator

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Top Mutual Funds

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

Top funds are based on Fund AUM

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Tata Business Cycle Fund Regular-IDCW Detailed Portfolio

Stocks	Sector	% of Holding	Value
Reliance Industries Ltd	Energy & Utilities	7.19%	₹203.51 Cr
Reliance Industries Ltd	Energy & Utilities	7.06%	₹203.14 Cr
Reliance Industries Ltd	Energy & Utilities	6.61%	₹192.63 Cr
Reliance Industries Ltd	Energy & Utilities	6.61%	₹192.63 Cr
Reliance Industries Ltd	Energy & Utilities	6.25%	₹176.76 Cr
Reliance Industries Ltd	Energy & Utilities	6.25%	₹176.76 Cr
Reliance Industries Ltd	Energy & Utilities	6.02%	₹174.60 Cr
Reliance Industries Ltd	Energy & Utilities	6.44%	₹173.86 Cr
Reliance Industries Ltd	Energy & Utilities	7.08%	₹167.44 Cr
Reliance Industries Ltd	Energy & Utilities	6.19%	₹166.70 Cr
Hdfc Bank Ltd	Financial	5.06%	₹146.55 Cr
Hdfc Bank Ltd	Financial	5.09%	₹146.33 Cr
Hdfc Bank Ltd	Financial	5.09%	₹143.95 Cr
Hdfc Bank Ltd	Financial	4.92%	₹143.38 Cr
Hdfc Bank Ltd	Financial	4.92%	₹143.38 Cr
Reliance Industries Ltd	Energy & Utilities	5.29%	₹139.64 Cr
Hdfc Bank Ltd	Financial	4.88%	₹138.11 Cr
Hdfc Bank Ltd	Financial	4.88%	₹138.11 Cr
Hdfc Bank Ltd	Financial	5.00%	₹134.95 Cr
Reliance Industries Ltd	Energy & Utilities	4.82%	₹128.94 Cr

Top Funds

Fund Names	NAV	3Yr	5Yr	52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth	₹26.32	16.03%	14.65%	-
ICICI Prudential Business Cycle Fund Direct-IDCW	₹19.16	16.03%	14.65%	-
HSBC Business Cycles Fund Direct-Growth	₹48.14	16.60%	14.14%	-
HSBC Business Cycles Fund Direct-IDCW	₹25.52	16.60%	14.14%	-
ICICI Prudential Business Cycle Fund-Growth	₹24.63	14.92%	13.42%	-
ICICI Prudential Business Cycle Fund-IDCW	₹17.61	14.92%	13.42%	-
Tata Business Cycle Fund Direct-Growth	₹19.76	10.76%	12.89%	-
Tata Business Cycle Fund Direct-IDCW	₹19.76	10.76%	12.89%	-
HSBC Business Cycles Fund Regular-Growth	₹43.07	15.29%	12.89%	-
HSBC Business Cycles Fund Regular-IDCW	₹22.84	15.29%	12.89%	-

growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Business Cycle Fund Regular-IDCW

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

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

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

3 Years CAGR: 9.17%
5 Years CAGR: 11.16%
Since Inception: 12.08%

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

Equity: 97.34%, Others: 2.66%.

Who manages Tata Business Cycle Fund Regular-IDCW?

Tata Business Cycle Fund Regular-IDCW is managed by Rahul Singh from Tata Mutual Fund.

What is the market-cap allocation of Tata Business Cycle Fund Regular-IDCW?

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

Which are the top companies Tata Business Cycle Fund Regular-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 Regular-IDCW focuses on?

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

View more FAQ's

Tata Business Cycle Fund Regular-IDCW

Fund Overview of Tata Business Cycle Fund Regular-IDCW

Tata Business Cycle Fund Regular-IDCW Return Comparison

Tata Business Cycle Fund Regular-IDCW Net Asset Value(NAV) History

Asset Allocation of Tata Business Cycle Fund Regular-IDCW

About Tata Business Cycle Fund Regular-IDCW

Key Metrics of Tata Business Cycle Fund Regular-IDCW

Tata Business Cycle Fund Regular-IDCW Fund Details

Top Performing Mutual Funds

More funds from Tata Mutual Fund

Tata Business Cycle Fund Regular-IDCW Calculator

Top Mutual Funds

Tata Business Cycle Fund Regular-IDCW Detailed Portfolio

Top Funds

Frequently Asked Questions

Tata Business Cycle Fund Regular-IDCW

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

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

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

Who manages Tata Business Cycle Fund Regular-IDCW?

What is the market-cap allocation of Tata Business Cycle Fund Regular-IDCW?

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

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

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