Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth

+17.59%
3Y annualised
-1.02% 1D
1M
6M
1Y
3Y
All
NAV: 23 Apr '26
₹18.48
Min. for SIP
₹100
Fund size (AUM)
₹2,366.34 Cr
Expense ratio
2.01%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,527
-3.15%
6 months₹30,000₹27,892
-7.03%
1 year₹60,000₹55,485
-7.52%
3 years₹1,80,000₹1,81,639
+0.91%

Holdings (52)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity7.08%
Jindal Steel Ltd.Metals & MiningEquity4.67%
HDFC Bank Ltd.FinancialEquity4.49%
Metropolis Healthcare Ltd.HealthcareEquity3.83%
Axis Bank Ltd.FinancialEquity3.82%
Lupin Ltd.HealthcareEquity3.10%
Larsen & Toubro Ltd.ConstructionEquity3.00%
Delhivery Ltd.ServicesEquity2.89%
L&T Finance Ltd.FinancialEquity2.81%
Ambuja Cements Ltd.ConstructionEquity2.65%
Cummins India Ltd.Capital GoodsEquity2.53%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.51%
PB Fintech Ltd.ServicesEquity2.25%
Shree Cement Ltd.ConstructionEquity2.13%
Shriram Finance LtdFinancialEquity2.13%
Vedanta Ltd.Metals & MiningEquity2.05%
Kotak Mahindra Bank Ltd.FinancialEquity2.04%
Adani Energy Solutions Ltd.EnergyEquity2.03%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity2.02%
Marico Ltd.Consumer StaplesEquity1.99%
The Ramco Cements Ltd.ConstructionEquity1.98%
Godrej Properties Ltd.ConstructionEquity1.93%
Bank Of BarodaFinancialEquity1.86%
Adani Power Ltd.EnergyEquity1.67%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.65%
Tata Steel Ltd.Metals & MiningEquity1.61%
HDFC Life Insurance Co Ltd.InsuranceEquity1.60%
Varun Beverages Ltd.Consumer StaplesEquity1.59%
SEDEMAC Mechatronics Ltd.Capital GoodsEquity1.57%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.47%
Bajaj Finserv Ltd.FinancialEquity1.45%
KEC International Ltd.Capital GoodsEquity1.40%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.38%
ACME Solar Holdings Ltd.EnergyEquity1.38%
Havells India Ltd.Capital GoodsEquity1.34%
Nuvoco Vistas Corporation Ltd.ConstructionEquity1.32%
One97 Communications Ltd.ServicesEquity1.28%
Emmvee Photovoltaic Power Ltd.EnergyEquity1.27%
Bayer CropScience Ltd.ChemicalsEquity1.20%
DCB Bank Ltd.FinancialEquity1.11%
Hindustan Unilever Ltd.Consumer StaplesEquity1.09%
360 One Wam Ltd.FinancialEquity1.08%
Dabur India Ltd.Consumer StaplesEquity1.08%
PI Industries Ltd.ChemicalsEquity1.03%
ITC Ltd.Consumer StaplesEquity1.03%
Gravita India Ltd.Metals & MiningEquity0.99%
Graphite India Ltd.Capital GoodsEquity0.96%
Five-Star Business Finance Ltd.FinancialEquity0.65%
Tata Capital Ltd.FinancialEquity0.62%
Vedant Fashions Ltd.ServicesEquity0.44%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.01%
Tata Nifty India Digital ETF - Growth--Mutual 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
Name6M1Y3YAll
Fund returns-3.1%+1.5%+17.6%+13.9%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--113--

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

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.
Check past data

Fund management

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.

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.

HV
Hasmukh Vishariya
Mar 2025 - Present
View details

About Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,00,515 Cr and the Latest NAV as of 23 Apr 2026 is ₹18.48. The Tata Business Cycle Fund 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₹2,00,515.26 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,