Tata Business Cycle Fund Direct IDCW

Equity
Thematic
Very High Risk
+20.79%
3Y annualised
+0.80% 1D
1M
6M
1Y
3Y
All
NAV: 29 Oct 2025
₹20.69
Rating
NA
Min. SIP amount
₹100
Fund size
₹2,828.56Cr

Return calculator

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

Holdings (62)

NameSectorInstrumentAssets
EnergyEquity6.25%
FinancialEquity4.88%
Metals & MiningEquity3.50%
FinancialEquity3.11%
ConstructionEquity2.78%
HealthcareEquity2.76%
ConstructionEquity2.59%
FinancialEquity2.59%
FinancialEquity2.52%
HealthcareEquity2.49%
ConstructionEquity2.27%
Capital GoodsEquity2.26%
ConstructionEquity2.16%
ServicesEquity2.10%
CommunicationEquity2.09%
Capital GoodsEquity2.00%
InsuranceEquity1.98%
InsuranceEquity1.97%
HealthcareEquity1.92%
ServicesEquity1.91%
ConstructionEquity1.78%
Metals & MiningEquity1.66%
ConstructionEquity1.65%
EnergyEquity1.59%
FinancialEquity1.58%
FinancialEquity1.49%
Consumer StaplesEquity1.49%
HealthcareEquity1.48%
FinancialEquity1.43%
Capital GoodsEquity1.41%
InsuranceEquity1.33%
ChemicalsEquity1.28%
FinancialEquity1.23%
ServicesEquity1.23%
EnergyEquity1.22%
EnergyEquity1.22%
FinancialEquity1.18%
ChemicalsEquity1.12%
Consumer StaplesEquity1.11%
FinancialEquity1.09%
Consumer StaplesEquity1.08%
Consumer StaplesEquity1.05%
TechnologyEquity1.03%
Capital GoodsEquity1.01%
FinancialEquity0.98%
FinancialEquity0.97%
ServicesEquity0.91%
TechnologyEquity0.89%
Metals & MiningEquity0.87%
FinancialEquity0.83%
ConstructionEquity0.82%
HealthcareEquity0.80%
FinancialEquity0.74%
AutomobileEquity0.73%
ServicesEquity0.72%
ConstructionEquity0.65%
ServicesEquity0.62%
ServicesEquity0.60%
Consumer StaplesEquity0.52%
ServicesEquity0.42%
Tata Nifty Auto Index Fund Direct - Growth
NAMutual Fund0.09%
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 returnsNA1.8%20.8%18.7%
Category averageNA2.6%18.9%NA
Rank with in categoryNA102NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.49%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 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,

Compare funds

Tata Business Cycle Fund Direct IDCW
VS
Add mutual fund to compare