Tata Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
All
NAV: 28 Mar 2025₹18.55
Min. SIP amount₹100
RatingNA
Fund size₹2,556.73Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹30,000
Would have become ₹28,833 (-3.89%)

Holdings (68)

NameSectorInstrumentAssets
FinancialEquity6.31%
EnergyEquity5.19%
CommunicationEquity3.96%
FinancialEquity3.13%
FinancialEquity2.89%
FinancialEquity2.85%
HealthcareEquity2.74%
ConstructionEquity2.66%
FinancialEquity2.45%
FinancialEquity1.91%
InsuranceEquity1.88%
ConstructionEquity1.84%
Capital GoodsEquity1.75%
HealthcareEquity1.72%
Capital GoodsEquity1.62%
InsuranceEquity1.62%
HealthcareEquity1.56%
HealthcareEquity1.55%
ConstructionEquity1.52%
ConstructionEquity1.42%
ServicesEquity1.40%
FinancialEquity1.39%
HealthcareEquity1.38%
ConstructionEquity1.37%
InsuranceEquity1.31%
ChemicalsEquity1.31%
HealthcareEquity1.28%
AutomobileEquity1.23%
EnergyEquity1.21%
EnergyEquity1.16%
FinancialEquity1.16%
FinancialEquity1.14%
FinancialEquity1.14%
FinancialEquity1.14%
ServicesEquity1.10%
InsuranceEquity1.08%
FinancialEquity1.07%
TechnologyEquity1.07%
ChemicalsEquity1.06%
Metals & MiningEquity1.06%
ServicesEquity1.04%
FinancialEquity1.03%
Consumer StaplesEquity1.00%
Metals & MiningEquity0.99%
ServicesEquity0.97%
ServicesEquity0.97%
TechnologyEquity0.97%
ConstructionEquity0.96%
FinancialEquity0.95%
FinancialEquity0.94%
EnergyEquity0.94%
TechnologyEquity0.91%
TechnologyEquity0.87%
ConstructionEquity0.83%
Metals & MiningEquity0.80%
FinancialEquity0.76%
ServicesEquity0.73%
FinancialEquity0.70%
ServicesEquity0.70%
FinancialEquity0.68%
Consumer StaplesEquity0.66%
Capital GoodsEquity0.61%
Consumer StaplesEquity0.59%
ServicesEquity0.58%
Capital GoodsEquity0.56%
ConstructionEquity0.55%
Metals & MiningEquity0.43%
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 returnsNA3.9%19.8%18.4%
Category averageNA4.1%17.1%NA
Rank with in categoryNA359NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.56%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

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,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.56%
3Y annualised returns higher than category average by 2.7%

Cons

1Y annualised returns lower than category average by 0.24%

Compare funds

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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 29 of Mar
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