Tata Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
26.03%
3Y annualised
-0.42% 1D
1M
6M
1Y
3Y
All
NAV: 11 Jul 2025₹20.30
Min. SIP amount₹100
RatingNA
Fund size₹2,990.49Cr

Return calculator

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

Holdings (68)

NameSectorInstrumentAssets
EnergyEquity6.30%
FinancialEquity5.73%
FinancialEquity3.75%
FinancialEquity3.12%
ConstructionEquity2.64%
ConstructionEquity2.48%
HealthcareEquity2.39%
ConstructionEquity2.28%
CommunicationEquity2.12%
Metals & MiningEquity2.10%
ConstructionEquity2.04%
InsuranceEquity2.02%
Capital GoodsEquity1.99%
Capital GoodsEquity1.96%
FinancialEquity1.94%
InsuranceEquity1.86%
ConstructionEquity1.83%
HealthcareEquity1.80%
HealthcareEquity1.78%
FinancialEquity1.55%
ServicesEquity1.53%
EnergyEquity1.52%
FinancialEquity1.48%
FinancialEquity1.44%
Metals & MiningEquity1.42%
Capital GoodsEquity1.38%
InsuranceEquity1.35%
FinancialEquity1.34%
ConstructionEquity1.32%
FinancialEquity1.31%
HealthcareEquity1.28%
ChemicalsEquity1.23%
EnergyEquity1.23%
ServicesEquity1.22%
ChemicalsEquity1.20%
ServicesEquity1.20%
FinancialEquity1.18%
InsuranceEquity1.10%
FinancialEquity1.07%
EnergyEquity1.04%
Consumer StaplesEquity1.03%
TechnologyEquity1.01%
Consumer StaplesEquity1.01%
Metals & MiningEquity0.99%
ServicesEquity0.98%
Consumer StaplesEquity0.96%
FinancialEquity0.94%
ConstructionEquity0.93%
TechnologyEquity0.91%
FinancialEquity0.90%
FinancialEquity0.89%
FinancialEquity0.87%
TechnologyEquity0.87%
FinancialEquity0.81%
ServicesEquity0.80%
TechnologyEquity0.74%
ServicesEquity0.74%
ConstructionEquity0.73%
Consumer StaplesEquity0.73%
HealthcareEquity0.68%
HealthcareEquity0.56%
ServicesEquity0.54%
ServicesEquity0.53%
FinancialEquity0.41%
ServicesEquity0.27%
ServicesEquity0.10%
Tata Nifty Auto Index Fund Direct - Growth
NAMutual Fund0.08%
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-0.1%26.0%19.9%
Category averageNA-1.6%22.4%NA
Rank with in categoryNA297NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.48%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 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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