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Home Mutual FundsEquitySectoral FundTata Business Cycle Fund

Tata Business Cycle Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Sectoral Fund category.

The NAV for Tata Business Cycle Fund Fund is 19.141 as of 10 Jul 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 24.04% annualized return for the last 3 years.

At present Tata Business Cycle Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of   ₹    for

Below table shows comparison of Tata Business Cycle Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of ₹36,000 over the period of 3 years.

Total Value Gain Return %
This Fund

47,413

11,413

18.73%
Bank FD

39,824

3,824

 6.5%
Gold

40,770

4,770

 8.00%

Fund Information

  • As of 28 Feb 2025, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

  • Tata Business Cycle Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 2%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Tata Business Cycle Fund is an Equity oriented mutual fund in the - Sectoral Fund category.

  • NIFTY 500 TRI is the benchmark for Tata Business Cycle Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 04 Aug 2021 as at present it is 4 years old fund.

  • Name of the AMC is Tata Mutual Funds. Click here to know more about Tata Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Tata Business Cycle Fund managed by following fund manager(s);

How does the Return Comparison of the Tata Business Cycle Fund fare against peer funds in the Sectoral fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Tata Business Cycle Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Sectoral fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.21% 33.66% 25.15% 26.17% 36.75% 38.08% 39.25% 18.47%
Category Average 0.32% 11.30% 5.94% 3.80% 18.12% 19.99% 23.29% 13.41%
Tata Business Cycle Fund 1.38% 14.22% 6.42% -1.59% 22.29% 24.04% - -
Invesco India PSU Equity Fund 0.03% 18.38% 14.59% -6.39% 36.07% 38.08% 29.37% 16.61%
SBI PSU Fund -0.93% 12.52% 10.76% -5.04% 36.75% 37.07% 30.61% 12.99%
Nippon India Power & Infra Fund 0.89% 17.02% 7.13% -6.86% 31.16% 35.02% 32.29% 16.37%
ICICI Prudential Infrastructure Fund 0.38% 17.05% 11.17% 2.69% 31.77% 34.79% 37.13% 16.63%
Aditya Birla Sun Life PSU Equity Fund -0.89% 11.91% 11.13% -8.21% 32.68% 34.34% 31.25% -

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Tata Business Cycle Fund are shown below;

Equity 96.35%

Debt 0.00%

Others 3.65%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 6.31%
RELIANCE INDUSTRIES LTD. 5.19%
BHARTI AIRTEL LTD. 3.96%
KOTAK MAHINDRA BANK LTD. 3.13%
AXIS BANK LTD. 2.89%
Others 78.52%
Click here to know More

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 38.49%
Financial 25.29%
Energy 12.07%
Healthcare 10.23%
Construction 5.24%
Others 8.68%
Click here to know More

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk