Tata Business Cycle Fund Direct Growth

Tata Business Cycle Fund Direct Growth

+11.78%
3Y annualised
+1.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep '26
₹20.51
Min. for SIP
₹100
Fund size (AUM)
₹2,602.35 Cr
Expense ratio
0.91%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,579
+1.93%
1 year₹60,000₹61,327
+2.21%
3 years₹1,80,000₹1,93,969
+7.76%
5 years₹3,00,000₹4,08,297
+36.10%

Holdings (53)

NameSectorInstrumentsAssets
Reliance Industries LtdEnergy & UtilitiesEquity4.79%
Metropolis Healthcare LtdHealthcareEquity4.57%
Axis Bank LtdFinancialEquity3.89%
Jindal Steel & Power LtdMaterialsEquity3.82%
HDFC Bank LtdFinancialEquity3.47%
L&T Finance Holdings LtdFinancialEquity3.33%
PB Fintech LtdFinancialEquity3.13%
Larsen & Toubro LtdIndustrialsEquity2.91%
Delhivery LtdIndustrialsEquity2.88%
Cummins India LtdIndustrialsEquity2.57%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.56%
Shriram Transport Finance Company LtdFinancialEquity2.46%
Niva Bupa Health Insurance Company Ltd.FinancialEquity2.43%
Ambuja Cements LtdMaterialsEquity2.41%
Godrej Properties LtdReal EstateEquity2.41%
Adani Transmission LtdEnergy & UtilitiesEquity2.34%
Ratnamani Metals & Tubes LtdMaterialsEquity2.27%
One 97 Communications LtdIndustrialsEquity2.08%
Marico LtdConsumer StaplesEquity2.02%
Apollo Hospitals Enterprise LtdHealthcareEquity1.97%
Glaxosmithkline Pharmaceuticals LtdHealthcareEquity1.97%
Bharat Forge LtdConsumer DiscretionaryEquity1.96%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity1.95%
Vedanta Aluminium Metal LtdMaterialsEquity1.94%
Tata Steel LtdMaterialsEquity1.88%
The Ramco Cements LtdMaterialsEquity1.85%
SEDEMAC Mechatronics Ltd.IndustrialsEquity1.75%
Dr. Lal Pathlabs LtdHealthcareEquity1.75%
Bajaj Finserv LtdFinancialEquity1.63%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity1.63%
NUVOCO Vistas Corp LtdMaterialsEquity1.55%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.52%
Varun Beverages LtdConsumer StaplesEquity1.51%
Abbott India LtdHealthcareEquity1.39%
DCB Bank LtdFinancialEquity1.39%
ICICI Lombard General Insurance Company LtdFinancialEquity1.38%
HDFC Life Insurance Co LtdFinancialEquity1.34%
Gravita India LtdIndustrialsEquity1.23%
IIFL Wealth Management LtdFinancialEquity1.21%
Graphite India LtdIndustrialsEquity1.21%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.11%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.11%
Lohia Corp Ltd.MaterialsEquity1.10%
Five-Star Business Finance LtdFinancialEquity1.04%
Bayer CropScience LtdMaterialsEquity1.04%
Hindustan Unilever LtdConsumer StaplesEquity0.95%
Bharat Heavy Electricals LtdIndustrialsEquity0.94%
SBI Cards & Payments Services LtdFinancialEquity0.82%
Shree Cement LtdMaterialsEquity0.69%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.57%
DEE Development Engineers Ltd.IndustrialsEquity0.18%
RepoUnspecifiedRepo0.10%
Tata Nifty India Digital ETF - GrowthUnspecifiedMutual Fund0.00%
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
Name1Y3Y5YAll
Fund returns+1.1%+11.8%+14.7%+15.0%
Category average (Equity Thematic)-0.6%+16.8%+19.9%--
Rank (Equity Thematic)1372--

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

RS
Rahul Singh
Jul 2021 - Present
View details

Education
Mr. Singh is B.Tech & PGDBM
Experience
Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.

SJ
Sailesh Jain
Dec 2021 - Present
View details

Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.

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 ₹2,38,061 Cr and the Latest NAV as of 18 Sep 2026 is ₹20.51. 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. ;

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₹2,38,061.37 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,