Tata Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
+17.68%
3Y annualised
+0.30% 1D
1M
6M
1Y
3Y
All
NAV: 09 Dec 2025
₹20.13
Rating
NA
Min. SIP amount
₹100
Fund size
₹2,876.13Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (59)

NameSectorInstrumentAssets
EnergyEquity7.06%
FinancialEquity5.09%
Metals & MiningEquity3.59%
FinancialEquity3.46%
FinancialEquity3.22%
HealthcareEquity3.07%
ConstructionEquity3.04%
ConstructionEquity2.99%
HealthcareEquity2.67%
Capital GoodsEquity2.53%
ServicesEquity2.43%
ConstructionEquity2.29%
ConstructionEquity2.01%
FinancialEquity2.01%
ServicesEquity2.01%
InsuranceEquity1.97%
FinancialEquity1.95%
HealthcareEquity1.87%
ConstructionEquity1.84%
EnergyEquity1.78%
InsuranceEquity1.76%
CommunicationEquity1.62%
Capital GoodsEquity1.54%
ChemicalsEquity1.53%
FinancialEquity1.53%
HealthcareEquity1.53%
Consumer StaplesEquity1.48%
FinancialEquity1.42%
ConstructionEquity1.38%
InsuranceEquity1.36%
Capital GoodsEquity1.33%
ServicesEquity1.31%
FinancialEquity1.19%
Consumer StaplesEquity1.12%
Consumer StaplesEquity1.12%
FinancialEquity1.11%
TechnologyEquity1.09%
Consumer StaplesEquity1.07%
ChemicalsEquity1.06%
FinancialEquity1.06%
TechnologyEquity1.05%
EnergyEquity1.04%
FinancialEquity1.01%
Metals & MiningEquity1.00%
EnergyEquity1.00%
Capital GoodsEquity0.95%
FinancialEquity0.89%
ServicesEquity0.83%
HealthcareEquity0.77%
TechnologyEquity0.76%
ServicesEquity0.62%
ServicesEquity0.61%
FinancialEquity0.52%
ServicesEquity0.47%
ServicesEquity0.45%
FinancialEquity0.27%
FinancialEquity0.17%
Tata Nifty Auto Index Fund Direct - Growth
NAMutual Fund0.09%
NAMutual Fund0.00%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-2.4%17.7%17.5%
Category averageNA-4.6%15.5%NA
Rank with in categoryNA124NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Hasmukh Vishariya
Mar 2025 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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