Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth

+15.98%
3Y annualised
-0.66% 1D
1M
6M
1Y
3Y
All
NAV: 15 May '26
₹18.55
Min. for SIP
₹100
Fund size (AUM)
₹2,637.21 Cr
Expense ratio
2.13%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,441
+2.94%
6 months₹30,000₹30,439
+1.46%
1 year₹60,000₹60,273
+0.46%
3 years₹1,80,000₹1,95,092
+8.38%

Holdings (57)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity5.29%
HDFC Bank Ltd.FinancialEquity4.25%
Jindal Steel Ltd.Metals & MiningEquity3.87%
Metropolis Healthcare Ltd.HealthcareEquity3.77%
Axis Bank Ltd.FinancialEquity3.74%
Larsen & Toubro Ltd.ConstructionEquity3.08%
L&T Finance Ltd.FinancialEquity2.94%
Delhivery Ltd.ServicesEquity2.90%
Cummins India Ltd.Capital GoodsEquity2.66%
Ambuja Cements Ltd.ConstructionEquity2.63%
Lupin Ltd.HealthcareEquity2.38%
PB Fintech Ltd.ServicesEquity2.36%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.31%
Godrej Properties Ltd.ConstructionEquity2.16%
Tata Steel Ltd.Metals & MiningEquity2.13%
Adani Energy Solutions Ltd.EnergyEquity2.11%
Shriram Finance LtdFinancialEquity2.05%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity2.02%
Adani Power Ltd.EnergyEquity2.00%
Kotak Mahindra Bank Ltd.FinancialEquity1.98%
Varun Beverages Ltd.Consumer StaplesEquity1.91%
Marico Ltd.Consumer StaplesEquity1.88%
The Ramco Cements Ltd.ConstructionEquity1.81%
Bank Of BarodaFinancialEquity1.77%
SEDEMAC Mechatronics Ltd.Capital GoodsEquity1.71%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.56%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.53%
HDFC Life Insurance Co Ltd.InsuranceEquity1.43%
ACME Solar Holdings Ltd.EnergyEquity1.43%
Bajaj Finserv Ltd.FinancialEquity1.39%
KEC International Ltd.Capital GoodsEquity1.37%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.37%
One97 Communications Ltd.ServicesEquity1.31%
Havells India Ltd.Capital GoodsEquity1.25%
Nuvoco Vistas Corporation Ltd.ConstructionEquity1.25%
DCB Bank Ltd.FinancialEquity1.17%
Bayer CropScience Ltd.ChemicalsEquity1.10%
Gravita India Ltd.Metals & MiningEquity1.10%
Emmvee Photovoltaic Power Ltd.EnergyEquity1.10%
Hindustan Unilever Ltd.Consumer StaplesEquity1.07%
360 One Wam Ltd.FinancialEquity1.06%
Dabur India Ltd.Consumer StaplesEquity1.05%
PI Industries Ltd.ChemicalsEquity1.04%
ITC Ltd.Consumer StaplesEquity1.01%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.00%
Graphite India Ltd.Capital GoodsEquity0.99%
Five-Star Business Finance Ltd.FinancialEquity0.99%
Shree Cement Ltd.ConstructionEquity0.96%
Vedanta Ltd.Metals & MiningEquity0.76%
Tata Capital Ltd.FinancialEquity0.61%
NHPC Ltd.EnergyEquity0.50%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.34%
Malco Energy Ltd.Metals & MiningEquity0.34%
Vedanta Power Ltd.Capital GoodsEquity0.34%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity0.34%
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-2.8%+0.6%+16.0%+13.8%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--82--

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.

HV
Hasmukh Vishariya
Mar 2025 - Present
View details

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 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. Rahul Singh is the Current Fund Manager of Tata Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,427 Cr and the Latest NAV as of 15 May 2026 is ₹18.55. 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₹2,27,426.65 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,