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Tata Business Cycle Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
55.57% ↑
NAV (₹) on 02 Apr 2026
17.99
1 Day NAV Change
-0.16%
Risk Level
Very High Risk
Rating
-
Tata Business Cycle Fund - Direct Plan is a Equity mutual fund categorized under Diversified, offered by Tata Asset Management Ltd.. Launched on 16 Jul 2021, investors can start with a minimum SIP of ... Read more
NAV History
Fund Details
Min. SIP Amount
₹150
Inception Date
16 Jul 2021
Min. Lumpsum Amount
₹ 5,000
Fund Age
4 Yrs
AUM
₹ 2,694.53 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.58%
Scheme Type
Open Ended
Exit Load
0.5%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 2,694.53 Cr
Equity
194.87%
Money Market & Cash
5.13%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 12.02% |
| Cement | 8.52% |
| Hospitals & Medical Services | 7.13% |
| Refineries | 6.19% |
| Non-Banking Financial Company (NBFC) | 5.90% |
| Steel - Sponge Iron | 4.59% |
| Power - Transmission/Equipment | 4.42% |
| Finance - Non Life Insurance | 3.51% |
| Construction, Contracting & Engineering | 3.21% |
| Financial Technologies (Fintech) | 3.01% |
| Mining/Minerals | 2.87% |
| Pharmaceuticals | 2.81% |
| Cash | 2.77% |
| Logistics - Warehousing/Supply Chain/Others | 2.64% |
| Engines | 2.42% |
| Personal Care | 2.28% |
| Finance - Banks - Public Sector | 2.12% |
| Realty | 2.00% |
| Edible Oils & Solvent Extraction | 1.87% |
| Agro Chemicals/Pesticides | 1.85% |
| Finance - Life Insurance | 1.70% |
| Finance & Investments | 1.70% |
| Non-Alcoholic Beverages | 1.64% |
| Holding Company | 1.55% |
| Iron & Steel | 1.45% |
| Port & Port Services | 1.40% |
| Consumer Electronics | 1.38% |
| Paints/Varnishes | 1.35% |
| Electric Equipment - General | 1.00% |
| Cigarettes & Tobacco Products | 0.99% |
| Auto - Cars & Jeeps | 0.98% |
| Electrodes - Graphite | 0.89% |
| Power - Generation/Distribution | 0.78% |
| Finance - Housing | 0.55% |
| Retail - Apparel/Accessories | 0.42% |
| CBLO/Reverse Repo | 0.08% |
| Milk & Milk Products | 0.01% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| RELIANCE INDUSTRIES LTD. | 6.19% | ₹ 166.70 | Refineries |
| HDFC BANK LTD. | 4.78% | ₹ 128.92 | Finance - Banks - Private Sector |
| JINDAL STEEL LTD. | 4.59% | ₹ 123.62 | Steel - Sponge Iron |
| AXIS BANK LTD. | 4.00% | ₹ 107.65 | Finance - Banks - Private Sector |
| METROPOLIS HEALTHCARE LTD. | 3.69% | ₹ 99.33 | Hospitals & Medical Services |
| LARSEN & TOUBRO LTD. | 3.21% | ₹ 86.62 | Construction, Contracting & Engineering |
| L&T FINANCE LTD. | 2.92% | ₹ 78.66 | Non-Banking Financial Company (NBFC) |
| AMBUJA CEMENTS LTD. | 2.90% | ₹ 78.12 | Cement |
| LUPIN LTD. | 2.81% | ₹ 75.59 | Pharmaceuticals |
| CASH / NET CURRENT ASSET | 2.77% | ₹ 73.62 | Others |
| DELHIVERY LTD. | 2.64% | ₹ 71.09 | Logistics - Warehousing/Supply Chain/Others |
| CUMMINS INDIA LTD. | 2.42% | ₹ 65.20 | Engines |
| APOLLO HOSPITALS ENTERPRISE LTD. | 2.32% | ₹ 62.50 | Hospitals & Medical Services |
| SHRIRAM FINANCE LTD. | 2.31% | ₹ 62.37 | Non-Banking Financial Company (NBFC) |
| THE RAMCO CEMENTS LTD. | 2.14% | ₹ 57.59 | Cement |
| SHREE CEMENT LTD. | 2.12% | ₹ 57.21 | Cement |
| BANK OF BARODA | 2.12% | ₹ 57.15 | Finance - Banks - Public Sector |
| KOTAK MAHINDRA BANK LTD. | 2.10% | ₹ 56.62 | Finance - Banks - Private Sector |
| PB FINTECH LTD. | 2.05% | ₹ 55.37 | Financial Technologies (Fintech) |
| GODREJ PROPERTIES LTD. | 2.00% | ₹ 53.80 | Realty |
| ADANI ENERGY SOLUTIONS LTD. | 1.93% | ₹ 52.09 | Power - Transmission/Equipment |
| VEDANTA LTD. | 1.93% | ₹ 52.08 | Mining/Minerals |
| NIVA BUPA HEALTH INSURANCE COMPANY LTD. | 1.90% | ₹ 51.09 | Finance - Non Life Insurance |
| MARICO LTD. | 1.87% | ₹ 50.47 | Edible Oils & Solvent Extraction |
| HDFC LIFE INSURANCE CO. LTD. | 1.70% | ₹ 45.90 | Finance - Life Insurance |
| VARUN BEVERAGES LTD. | 1.64% | ₹ 44.32 | Non-Alcoholic Beverages |
| ICICI LOMBARD GENERAL INSURANCE CO. LTD. | 1.61% | ₹ 43.42 | Finance - Non Life Insurance |
| BAJAJ FINSERV LTD. | 1.55% | ₹ 41.86 | Holding Company |
| TATA STEEL LTD. | 1.45% | ₹ 39.17 | Iron & Steel |
| KEC INTERNATIONAL LTD. | 1.40% | ₹ 37.84 | Power - Transmission/Equipment |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. | 1.40% | ₹ 37.75 | Port & Port Services |
| HAVELLS INDIA LTD. | 1.38% | ₹ 37.16 | Consumer Electronics |
| NUVOCO VISTAS CORPORATION LTD. | 1.36% | ₹ 36.55 | Cement |
| ASIAN PAINTS LTD. | 1.35% | ₹ 36.48 | Paints/Varnishes |
| DABUR INDIA LTD. | 1.20% | ₹ 32.37 | Personal Care |
| DCB BANK LTD. | 1.14% | ₹ 30.77 | Finance - Banks - Private Sector |
| DR. LAL PATH LABS LTD. | 1.12% | ₹ 30.08 | Hospitals & Medical Services |
| 360 ONE WAM LTD. | 1.10% | ₹ 29.69 | Finance & Investments |
| ACME SOLAR HOLDINGS LTD. | 1.09% | ₹ 29.38 | Power - Transmission/Equipment |
| HINDUSTAN UNILEVER LTD. | 1.08% | ₹ 29.23 | Personal Care |
| PI INDUSTRIES LTD. | 1.04% | ₹ 27.99 | Agro Chemicals/Pesticides |
| EMMVEE PHOTOVOLTAIC POWER LTD | 1.00% | ₹ 26.98 | Electric Equipment - General |
| ITC LTD. | 0.99% | ₹ 26.66 | Cigarettes & Tobacco Products |
| HYUNDAI MOTOR INDIA LTD. | 0.98% | ₹ 26.39 | Auto - Cars & Jeeps |
| ONE 97 COMMUNICATIONS LTD. | 0.96% | ₹ 25.81 | Financial Technologies (Fintech) |
| GRAVITA INDIA LTD. | 0.94% | ₹ 25.32 | Mining/Minerals |
| GRAPHITE INDIA LTD. | 0.89% | ₹ 24.04 | Electrodes - Graphite |
| BAYER CROPSCIENCE LTD. | 0.81% | ₹ 21.83 | Agro Chemicals/Pesticides |
| ADANI POWER LTD. | 0.78% | ₹ 21.02 | Power - Generation/Distribution |
| FIVE-STAR BUSINESS FINANCE LTD | 0.67% | ₹ 18.17 | Non-Banking Financial Company (NBFC) |
| TATA CAPITAL LTD | 0.60% | ₹ 16.10 | Finance & Investments |
| INDIA SHELTER FINANCE CORPORATION LTD. | 0.55% | ₹ 14.88 | Finance - Housing |
| VEDANT FASHIONS LTD. | 0.42% | ₹ 11.45 | Retail - Apparel/Accessories |
| REPO | 0.08% | ₹ 2.15 | Others |
| KWALITY WALLS (INDILTD | 0.01% | ₹ 0.33 | Milk & Milk Products |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -11.26% | -2.82% | -0.46% | 15.87% |
| Category returns | -9.09% | 0.40% | 5.46% | 45.65% |
Fund Objective
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. However, there is no ... Read more
AMC Details
Name
Tata Asset Management Ltd.
Date of Incorporation
30 Jun 1995
CEO
Mr. Prathit Bhobe
CIO
Mr. Rahul Singh
Type
Pvt.Sector-Indian
Address
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East, Mumbai, Maharashtra, India - 400051
Website
http://www.tatamutualfund.com
Email
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Tata Equity Savings Fund - Regular Plan
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₹12.87 | -5.83% | 30.60% | 0.00% | ₹502 | 2.39% |
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FAQs
What is the current NAV of Tata Business Cycle Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Tata Business Cycle Fund - Direct Plan IDCW is ₹17.99 as of 02 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Tata Business Cycle Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Tata Business Cycle Fund - Direct Plan IDCW is ₹2,694.53 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Tata Business Cycle Fund - Direct Plan IDCW?
Tata Business Cycle Fund - Direct Plan IDCW has delivered returns of -2.82% (1 Year), 15.87% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Tata Business Cycle Fund - Direct Plan IDCW?
Tata Business Cycle Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Tata Business Cycle Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Tata Business Cycle Fund - Direct Plan IDCW is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹150, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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