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Tata Mutual Fund · Equity: Thematic-Business-Cycle
Tata Business Cycle Fund-Regular Plan-Growth
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 assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Benchmark · NIFTY 500 TRITER · 2.06%Inception · 04-08-2021
NAV
₹18.67
+0.87% · as of 14-05-2026
Since inception
14.06%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹26 Cr
AUM
Expense ratio
2.06%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.06% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
RELIANCE INDUSTRIES LIMITED EQ7.08%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.14.67%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.49%
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/-3.83%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.82%
LUPIN LIMITED EQ NEW F.V. RS.2/-3.10%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.00%
DELHIVERY LIMITED EQ NEW FV RE.1/-2.89%
L & T FINANCE HOLDINGS LIMITED EQ2.81%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-2.65%
Sector allocation
Financial Services30.86%
Healthcare10.91%
Metals & Mining9.32%
Construction Materials8.08%
Oil, Gas & Consumable Fuels7.08%
Fast Moving Consumer Goods6.79%
Power5.08%
Capital Goods4.76%
Construction4.40%
Services4.27%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.1% p.a.₹10,000
10 years
Projected value
₹26,30,519
Invested: ₹12,00,000
Gained: ₹14,30,519
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rahul Singh, Murthy Nagarajan, Sailesh Jain, Hasmukh Vishariya
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149068
ISIN (Growth)
INF277KA1190
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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