Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth

+15.07%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
All
NAV: 05 Jun '26
₹18.50
Min. for SIP
₹100
Fund size (AUM)
₹2,637.21 Cr
Expense ratio
1.97%
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 (59)

NameSectorInstrumentsAssets
Reliance Industries LtdEnergy & UtilitiesEquity5.29%
HDFC Bank LtdFinancialEquity4.25%
Jindal Steel & Power LtdMaterialsEquity3.87%
Metropolis Healthcare LtdHealthcareEquity3.77%
Axis Bank LtdFinancialEquity3.74%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets3.44%
Larsen & Toubro LtdIndustrialsEquity3.08%
L&T Finance Holdings LtdFinancialEquity2.94%
Delhivery LtdIndustrialsEquity2.90%
Cummins India LtdIndustrialsEquity2.66%
Ambuja Cements LtdMaterialsEquity2.63%
Lupin LtdHealthcareEquity2.38%
PB Fintech LtdFinancialEquity2.36%
Apollo Hospitals Enterprise LtdHealthcareEquity2.31%
Godrej Properties LtdReal EstateEquity2.16%
Tata Steel LtdMaterialsEquity2.13%
Adani Transmission LtdEnergy & UtilitiesEquity2.11%
Shriram Transport Finance Company LtdFinancialEquity2.05%
Niva Bupa Health Insurance Company Ltd.FinancialEquity2.02%
Adani Power LtdEnergy & UtilitiesEquity2.00%
Kotak Mahindra Bank LtdFinancialEquity1.98%
Varun Beverages LtdConsumer StaplesEquity1.91%
Marico LtdConsumer StaplesEquity1.88%
The Ramco Cements LtdMaterialsEquity1.81%
Bank Of BarodaFinancialEquity1.77%
SEDEMAC Mechatronics Ltd.IndustrialsEquity1.71%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.56%
ICICI Lombard General Insurance Company LtdFinancialEquity1.53%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity1.43%
HDFC Life Insurance Co LtdFinancialEquity1.43%
Bajaj Finserv LtdFinancialEquity1.39%
KEC International LtdDiversifiedEquity1.37%
Dr. Lal Pathlabs LtdHealthcareEquity1.37%
One 97 Communications LtdIndustrialsEquity1.31%
NUVOCO Vistas Corp LtdMaterialsEquity1.25%
Havells India LtdConsumer DiscretionaryEquity1.25%
DCB Bank LtdFinancialEquity1.17%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.10%
Gravita India LtdIndustrialsEquity1.10%
Bayer CropScience LtdMaterialsEquity1.10%
Hindustan Unilever LtdConsumer StaplesEquity1.07%
IIFL Wealth Management LtdFinancialEquity1.06%
Dabur India LtdConsumer StaplesEquity1.05%
PI Industries LtdMaterialsEquity1.04%
ITC LtdConsumer StaplesEquity1.01%
Bharat Heavy Electricals LtdIndustrialsEquity1.00%
Graphite India LtdIndustrialsEquity0.99%
Five-Star Business Finance LtdFinancialEquity0.99%
Shree Cement LtdMaterialsEquity0.96%
Vedanta LtdMaterialsEquity0.76%
TATA CAPITAL LIMITED EQFinancialEquity0.61%
NHPC LtdEnergy & UtilitiesEquity0.50%
VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/-Energy & UtilitiesEquity0.34%
Vedanta Aluminium Metal Ltd.MaterialsEquity0.34%
Vedanta Iron And Steel Ltd.MaterialsEquity0.34%
Vedanta Power Ltd.IndustrialsEquity0.34%
RepoUnspecifiedRepo0.08%
Kwality Walls India LtdConsumer StaplesEquity0.01%
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
Name6M1Y3YAll
Fund returns-2.0%+0.8%+15.1%+13.6%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--73--

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 05 Jun 2026 is ₹18.50. 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,