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Tata Business Cycle Fund Direct Growth
+17.31%
3Y annualised
+0.40% 1D
NAV: 20 Mar '26
₹18.37
Min. for SIP
₹100
Fund size
₹2,694.53 Cr
Expense ratio
0.56%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,349 | +2.33% | |
| 6 months | ₹30,000 | ₹31,022 | +3.41% | |
| 1 year | ₹60,000 | ₹63,278 | +5.46% | |
| 3 years | ₹1,80,000 | ₹2,27,290 | +26.27% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.19% |
| HDFC Bank Ltd. | Financial | Equity | 4.78% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 4.59% |
| Axis Bank Ltd. | Financial | Equity | 4.00% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 3.69% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.21% |
| L&T Finance Ltd. | Financial | Equity | 2.92% |
| Ambuja Cements Ltd. | Construction | Equity | 2.90% |
| Lupin Ltd. | Healthcare | Equity | 2.81% |
| Delhivery Ltd. | Services | Equity | 2.64% |
| Cummins India Ltd. | Capital Goods | Equity | 2.42% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.32% |
| Shriram Finance Ltd | Financial | Equity | 2.31% |
| The Ramco Cements Ltd. | Construction | Equity | 2.14% |
| Bank Of Baroda | Financial | Equity | 2.12% |
| Shree Cement Ltd. | Construction | Equity | 2.12% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.10% |
| PB Fintech Ltd. | Services | Equity | 2.05% |
| Godrej Properties Ltd. | Construction | Equity | 2.00% |
| Adani Energy Solutions Ltd. | Energy | Equity | 1.93% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.93% |
| Niva Bupa Health Insurance Company Ltd. | Insurance | Equity | 1.90% |
| Marico Ltd. | Consumer Staples | Equity | 1.87% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.70% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.64% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.61% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.55% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.45% |
| KEC International Ltd. | Capital Goods | Equity | 1.40% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.40% |
| Havells India Ltd. | Capital Goods | Equity | 1.38% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 1.36% |
| Asian Paints Ltd. | Chemicals | Equity | 1.35% |
| Dabur India Ltd. | Consumer Staples | Equity | 1.20% |
| DCB Bank Ltd. | Financial | Equity | 1.14% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.12% |
| 360 One Wam Ltd. | Financial | Equity | 1.10% |
| ACME Solar Holdings Ltd. | Energy | Equity | 1.09% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.08% |
| PI Industries Ltd. | Chemicals | Equity | 1.04% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 1.00% |
| ITC Ltd. | Consumer Staples | Equity | 0.99% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.98% |
| One97 Communications Ltd. | Services | Equity | 0.96% |
| Gravita India Ltd. | Metals & Mining | Equity | 0.94% |
| Graphite India Ltd. | Capital Goods | Equity | 0.89% |
| Bayer CropScience Ltd. | Chemicals | Equity | 0.81% |
| Adani Power Ltd. | Energy | Equity | 0.78% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.67% |
| Tata Capital Ltd. | Financial | Equity | 0.60% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.55% |
| Vedant Fashions Ltd. | Services | Equity | 0.42% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Tata Nifty India Digital ETF - Growth | -- | Mutual Fund | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -9.4% | +0.4% | +17.3% | +14.0% |
| Category average (Equity Thematic) | -1.0% | -0.6% | +16.8% | -- |
| Rank (Equity Thematic) | -- | 9 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Fund management
MNMurthy NagarajanJul 2021 - PresentView details
MN
Murthy Nagarajan
Jul 2021 - Present
View details
SJSailesh JainDec 2021 - PresentView details
SJ
Sailesh Jain
Dec 2021 - Present
View details
RSRahul SinghJul 2021 - PresentView details
RS
Rahul Singh
Jul 2021 - Present
View details
HVHasmukh VishariyaMar 2025 - PresentView details
HV
Hasmukh Vishariya
Mar 2025 - Present
View details
About Tata Business Cycle Fund Direct Growth
Tata Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,819 Cr and the Latest NAV as of 20 Mar 2026 is ₹18.37.
The Tata Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,32,819.21 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,