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Tata Business Cycle Fund Direct Growth
+9.76%
3Y annualised
+1.06% 1D
NAV: 09 Oct '26
₹19.13
Min. for SIP
₹100
Fund size (AUM)
₹2,415.56 Cr
Expense ratio
0.91%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,443 | -5.19% | |
| 1 year | ₹60,000 | ₹57,551 | -4.08% | |
| 3 years | ₹1,80,000 | ₹1,79,764 | -0.13% | |
| 5 years | ₹3,00,000 | ₹3,78,027 | +26.01% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.80% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 4.25% |
| Axis Bank Ltd | Financial | Equity | 3.95% |
| Jindal Steel & Power Ltd | Materials | Equity | 3.92% |
| HDFC Bank Ltd | Financial | Equity | 3.73% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.96% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.92% |
| Delhivery Ltd | Industrials | Equity | 2.78% |
| Cummins India Ltd | Industrials | Equity | 2.58% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.53% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 2.52% |
| Ambuja Cements Ltd | Materials | Equity | 2.42% |
| Niva Bupa Health Insurance Company Ltd. | Financial | Equity | 2.41% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.35% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.14% |
| PB Fintech Ltd | Financial | Equity | 2.13% |
| Godrej Properties Ltd | Real Estate | Equity | 2.10% |
| Marico Ltd | Consumer Staples | Equity | 2.08% |
| Tata Steel Ltd | Materials | Equity | 2.03% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 1.99% |
| The Ramco Cements Ltd | Materials | Equity | 1.99% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.99% |
| One 97 Communications Ltd | Industrials | Equity | 1.95% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.95% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.93% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.93% |
| Graphite India Ltd | Industrials | Equity | 1.90% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.89% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.85% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 1.82% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 1.82% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.76% |
| Abbott India Ltd | Healthcare | Equity | 1.63% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 1.52% |
| Bajaj Finserv Ltd | Financial | Equity | 1.50% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.50% |
| DCB Bank Ltd | Financial | Equity | 1.40% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 1.38% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.29% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.20% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.15% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.09% |
| Gravita India Ltd | Industrials | Equity | 1.06% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.06% |
| Bayer CropScience Ltd | Materials | Equity | 1.02% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.97% |
| Lohia Corp Ltd. | Materials | Equity | 0.94% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.79% |
| Shree Cement Ltd | Materials | Equity | 0.49% |
| Repo | Unspecified | Repo | 0.42% |
| DEE Development Engineers Ltd. | Industrials | Equity | 0.22% |
| Tata Nifty India Digital ETF - Growth | Unspecified | 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 | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -4.1% | +9.8% | +12.6% | +13.3% |
| Category average (Equity Thematic) | -0.1% | +13.7% | +13.0% | +12.9% |
| Rank (Equity Thematic) | 16 | 10 | 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
RSRahul SinghJul 2021 - PresentView details
RS
Rahul Singh
Jul 2021 - Present
View details
MNMurthy NagarajanJul 2021 - PresentView details
MN
Murthy Nagarajan
Jul 2021 - Present
View details
HVHasmukh VishariyaMar 2025 - PresentView details
HV
Hasmukh Vishariya
Mar 2025 - Present
View details
SJSailesh JainDec 2021 - PresentView details
SJ
Sailesh Jain
Dec 2021 - 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. Rahul Singh is the Current Fund Manager of Tata Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,24,588 Cr and the Latest NAV as of 09 Oct 2026 is ₹19.13.
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₹2,24,588.36 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,