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Tata Business Cycle Fund
Regular
Direct
3 Year Absolute Returns
50.40% ↑
NAV (₹) on 09 Jun 2026
18.43
1 Day NAV Change
1.10%
Risk Level
Very High Risk
Rating
-
Tata Business Cycle Fund 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 ₹100 or a ... 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
₹ 2,637.21 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
1.97%
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
₹ 2,637.21 Cr
Equity
390.41%
Money Market & Cash
9.59%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.14% |
| Hospitals & Medical Services | 7.45% |
| Cement | 6.65% |
| Non-Banking Financial Company (NBFC) | 5.98% |
| Refineries | 5.29% |
| Power - Transmission/Equipment | 4.91% |
| Steel - Sponge Iron | 3.87% |
| Financial Technologies (Fintech) | 3.67% |
| Finance - Non Life Insurance | 3.55% |
| Cash | 3.44% |
| Construction, Contracting & Engineering | 3.08% |
| Logistics - Warehousing/Supply Chain/Others | 2.90% |
| Engines | 2.66% |
| Power - Generation/Distribution | 2.50% |
| Pharmaceuticals | 2.38% |
| Realty | 2.16% |
| Agro Chemicals/Pesticides | 2.14% |
| Iron & Steel | 2.13% |
| Personal Care | 2.12% |
| Non-Alcoholic Beverages | 1.91% |
| Edible Oils & Solvent Extraction | 1.88% |
| Mining/Minerals | 1.86% |
| Finance - Banks - Public Sector | 1.77% |
| Auto Ancl - Equipment Others | 1.71% |
| Finance & Investments | 1.67% |
| Port & Port Services | 1.56% |
| Finance - Life Insurance | 1.43% |
| Holding Company | 1.39% |
| Equity | 1.36% |
| Consumer Electronics | 1.25% |
| Electric Equipment - General | 1.10% |
| Cigarettes & Tobacco Products | 1.01% |
| Engineering - Heavy | 1.00% |
| Electrodes - Graphite | 0.99% |
| CBLO/Reverse Repo | 0.08% |
| Milk & Milk Products | 0.01% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| RELIANCE INDUSTRIES LTD | 5.29% | ₹ 139.64 | Refineries |
| HDFC BANK LTD | 4.25% | ₹ 112.07 | Finance - Banks - Private Sector |
| JINDAL STEEL LTD | 3.87% | ₹ 101.95 | Steel - Sponge Iron |
| METROPOLIS HEALTHCARE LTD | 3.77% | ₹ 99.44 | Hospitals & Medical Services |
| AXIS BANK LTD | 3.74% | ₹ 98.66 | Finance - Banks - Private Sector |
| CASH / NET CURRENT ASSET | 3.44% | ₹ 89.70 | Others |
| LARSEN & TOUBRO LTD | 3.08% | ₹ 81.27 | Construction, Contracting & Engineering |
| L&T FINANCE LTD | 2.94% | ₹ 77.49 | Non-Banking Financial Company (NBFC) |
| DELHIVERY LTD | 2.90% | ₹ 76.61 | Logistics - Warehousing/Supply Chain/Others |
| CUMMINS INDIA LTD | 2.66% | ₹ 70.10 | Engines |
| AMBUJA CEMENTS LTD | 2.63% | ₹ 69.35 | Cement |
| LUPIN LTD | 2.38% | ₹ 62.72 | Pharmaceuticals |
| PB FINTECH LTD | 2.36% | ₹ 62.26 | Financial Technologies (Fintech) |
| APOLLO HOSPITALS ENTERPRISE LTD | 2.31% | ₹ 61.02 | Hospitals & Medical Services |
| GODREJ PROPERTIES LTD | 2.16% | ₹ 57.04 | Realty |
| TATA STEEL LTD | 2.13% | ₹ 56.15 | Iron & Steel |
| ADANI ENERGY SOLUTIONS LTD | 2.11% | ₹ 55.69 | Power - Transmission/Equipment |
| SHRIRAM FINANCE LTD | 2.05% | ₹ 54.17 | Non-Banking Financial Company (NBFC) |
| NIVA BUPA HEALTH INSURANCE COMPANY LTD | 2.02% | ₹ 53.29 | Finance - Non Life Insurance |
| ADANI POWER LTD | 2.00% | ₹ 52.80 | Power - Generation/Distribution |
| KOTAK MAHINDRA BANK LTD | 1.98% | ₹ 52.27 | Finance - Banks - Private Sector |
| VARUN BEVERAGES LTD | 1.91% | ₹ 50.43 | Non-Alcoholic Beverages |
| MARICO LTD | 1.88% | ₹ 49.60 | Edible Oils & Solvent Extraction |
| THE RAMCO CEMENTS LTD | 1.81% | ₹ 47.67 | Cement |
| BANK OF BARODA | 1.77% | ₹ 46.76 | Finance - Banks - Public Sector |
| SEDEMAC MECHATRONICS LTD | 1.71% | ₹ 45.12 | Auto Ancl - Equipment Others |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | 1.56% | ₹ 41.13 | Port & Port Services |
| ICICI LOMBARD GENERAL INSURANCE CO. LTD | 1.53% | ₹ 40.30 | Finance - Non Life Insurance |
| HDFC LIFE INSURANCE CO. LTD | 1.43% | ₹ 37.66 | Finance - Life Insurance |
| ACME SOLAR HOLDINGS LTD | 1.43% | ₹ 37.70 | Power - Transmission/Equipment |
| BAJAJ FINSERV LTD | 1.39% | ₹ 36.69 | Holding Company |
| DR. LAL PATH LABS LTD | 1.37% | ₹ 36.21 | Hospitals & Medical Services |
| KEC INTERNATIONAL LTD | 1.37% | ₹ 36.25 | Power - Transmission/Equipment |
| ONE 97 COMMUNICATIONS LTD | 1.31% | ₹ 34.52 | Financial Technologies (Fintech) |
| HAVELLS INDIA LTD | 1.25% | ₹ 33 | Consumer Electronics |
| NUVOCO VISTAS CORPORATION LTD | 1.25% | ₹ 33.05 | Cement |
| DCB BANK LTD | 1.17% | ₹ 30.96 | Finance - Banks - Private Sector |
| GRAVITA INDIA LTD | 1.10% | ₹ 28.91 | Mining/Minerals |
| EMMVEE PHOTOVOLTAIC POWER LTD | 1.10% | ₹ 29.06 | Electric Equipment - General |
| BAYER CROPSCIENCE LTD | 1.10% | ₹ 29.03 | Agro Chemicals/Pesticides |
| HINDUSTAN UNILEVER LTD | 1.07% | ₹ 28.14 | Personal Care |
| 360 ONE WAM LTD | 1.06% | ₹ 27.83 | Finance & Investments |
| DABUR INDIA LTD | 1.05% | ₹ 27.56 | Personal Care |
| PI INDUSTRIES LTD | 1.04% | ₹ 27.43 | Agro Chemicals/Pesticides |
| ITC LTD | 1.01% | ₹ 26.77 | Cigarettes & Tobacco Products |
| BHARAT HEAVY ELECTRICALS LTD | 1.00% | ₹ 26.43 | Engineering - Heavy |
| GRAPHITE INDIA LTD | 0.99% | ₹ 26.14 | Electrodes - Graphite |
| FIVE-STAR BUSINESS FINANCE LTD | 0.99% | ₹ 26.16 | Non-Banking Financial Company (NBFC) |
| SHREE CEMENT LTD | 0.96% | ₹ 25.26 | Cement |
| VEDANTA LTD | 0.76% | ₹ 20.14 | Mining/Minerals |
| TATA CAPITAL LTD | 0.61% | ₹ 16.07 | Finance & Investments |
| NHPC LTD | 0.50% | ₹ 13.31 | Power - Generation/Distribution |
| MALCO Energy Ltd. | 0.34% | ₹ 8.97 | Others |
| Vedanta Iron and Steel Ltd. | 0.34% | ₹ 8.97 | Others |
| Vedanta Aluminium Metal Ltd. | 0.34% | ₹ 8.97 | Others |
| Talwandi Sabo Power Ltd. | 0.34% | ₹ 8.97 | Others |
| REPO | 0.08% | ₹ 1.99 | Others |
| KWALITY WALLS (INDILTD | 0.01% | ₹ 0.34 | Milk & Milk Products |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -1.02% | -2.37% | -0.05% | 14.57% |
| Category returns | -0.13% | -0.64% | 6.68% | 44.72% |
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
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Canara Robeco Consumption Fund
Diversified
Regular
|
₹100.48 | -9.75% | 33.09% | 71.67% | ₹1,883 | 2.06% |
Very High
|
|
Nippon India Consumption Fund
Sector
Regular
|
₹179.48 | -9.41% | 32.88% | 82.99% | ₹2,443 | 1.99% |
Very High
|
|
Nippon India Consumption Fund
Sector
Regular
|
₹179.48 | -9.41% | 32.88% | 82.99% | ₹2,443 | 1.99% |
Very High
|
|
HSBC Infrastructure Fund
Sector
Regular
|
₹35.48 | -5.92% | 32.75% | 78.30% | ₹2,441 | 2.01% |
Very High
|
|
HSBC Infrastructure Fund
Sector
Regular
|
₹35.48 | -5.92% | 32.75% | 78.30% | ₹2,441 | 2.01% |
Very High
|
|
ICICI Prudential Commodities Fund - Direct Plan
Diversified
Direct
|
₹33.32 | 5.88% | 32.70% | 49.95% | ₹3,789 | 0.95% |
Very High
|
|
ICICI Prudential Commodities Fund - Direct Plan
Diversified
Direct
|
₹33.32 | 5.88% | 32.70% | 49.95% | ₹3,789 | 0.95% |
Very High
|
|
HDFC Business Cycle Fund
Sector
Regular
|
₹14.05 | -3.76% | 32.53% | 0.00% | ₹2,577 | 1.98% |
Very High
|
|
HDFC Business Cycle Fund
Sector
Regular
|
₹14.05 | -3.76% | 32.53% | 0.00% | ₹2,577 | 1.98% |
Very High
|
|
HDFC Business Cycle Fund
Sector
Regular
|
₹14.05 | -3.76% | 32.53% | 0.00% | ₹2,577 | 1.98% |
Very High
|
Top Funds from Tata Asset Management Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Tata Overnight Fund - Direct Plan
Liquid
Direct
|
₹1,000 | -0.00% | 0.00% | 0.00% | ₹5,330 | 0.06% |
Low
|
|
Tata Focused Fund
Diversified
Regular
|
₹21.40 | -7.16% | 33.02% | 61.70% | ₹1,745 | 2.07% |
Very High
|
|
Tata Focused Fund
Diversified
Regular
|
₹21.40 | -7.16% | 33.02% | 61.70% | ₹1,745 | 2.07% |
Very High
|
|
Tata Flexi Cap Fund
Diversified
Regular
|
₹21.93 | -10.55% | 33.00% | 53.08% | ₹3,633 | 1.91% |
Very High
|
|
Tata Flexi Cap Fund
Diversified
Regular
|
₹21.93 | -10.55% | 33.00% | 53.08% | ₹3,633 | 1.91% |
Very High
|
|
Tata Small Cap Fund
Diversified
Regular
|
₹34.57 | -14.14% | 31.81% | 89.76% | ₹11,330 | 1.67% |
Very High
|
|
Tata Small Cap Fund
Diversified
Regular
|
₹34.57 | -14.14% | 31.81% | 89.76% | ₹11,330 | 1.67% |
Very High
|
|
Tata Large Cap Fund - Direct Plan
Largecap
Direct
|
₹119.72 | -8.90% | 31.64% | 62.73% | ₹2,688 | 0.98% |
Very High
|
|
Tata Large Cap Fund - Direct Plan
Largecap
Direct
|
₹119.72 | -8.90% | 31.64% | 62.73% | ₹2,688 | 0.98% |
Very High
|
|
Tata Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹482.05 | -1.36% | 31.55% | 62.27% | ₹3,865 | 0.98% |
Very High
|
FAQs
What is the current NAV of Tata Business Cycle Fund Regular IDCW-Reinvestment?
The current Net Asset Value (NAV) of Tata Business Cycle Fund Regular IDCW-Reinvestment is ₹18.43 as of 09 Jun 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 Regular IDCW-Reinvestment?
The Assets Under Management (AUM) of Tata Business Cycle Fund Regular IDCW-Reinvestment is ₹2,637.21 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 Regular IDCW-Reinvestment?
Tata Business Cycle Fund Regular IDCW-Reinvestment has delivered returns of -2.37% (1 Year), 14.57% (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 Regular IDCW-Reinvestment?
Tata Business Cycle Fund Regular IDCW-Reinvestment 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 Regular IDCW-Reinvestment?
The minimum lumpsum investment required for Tata Business Cycle Fund Regular IDCW-Reinvestment 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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