Tata Business Cycle Fund - Growth - Direct Plan

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  • (-1.7%)Nav, as on 25-04-2025

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  • Net Change on 25-04-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 13.57 24.52 36.21 0.74 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 0.74 23.21 32.61 0.88 6,161.56
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 11.29 30.57 33.85 0.57 6,046.75
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 8.15 13.83 22.66 1.34 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -6.07 29.49 34.50 0.51 5,342.23

Fund Holdings as on 31-March-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • BHARTI AIRTEL LTD

  • KOTAK MAHINDRA BANK LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • LUPIN LTD

  • CASH / NET CURRENT ASSET

  • ICICI BANK LTD

  • HDFC LIFE INSURANCE CO. LTD

  • STATE BANK OF INDIA

  • AMBUJA CEMENTS LTD

  • KEC INTERNATIONAL LTD

  • CUMMINS INDIA LTD

  • CIPLA LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • THE RAMCO CEMENTS LTD

  • JINDAL STEEL & POWER LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • GODREJ PROPERTIES LTD

  • HINDALCO INDUSTRIES LTD

  • INDUSIND BANK LTD

  • MUTHOOT FINANCE LTD

  • ADANI ENERGY SOLUTIONS LTD

  • METROPOLIS HEALTHCARE LTD

  • AUROBINDO PHARMA LTD

  • HERO MOTOCORP LTD

  • BAJAJ FINSERV LTD

  • ASIAN PAINTS (INDIA) LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • HAVELLS INDIA LTD

  • NUVOCO VISTAS CORPORATION LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • PB FINTECH LTD

  • POWER FINANCE CORPORATION LTD

  • BAJAJ FINANCE LTD

  • PI INDUSTRIES LTD

  • BANDHAN BANK LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • TATA STEEL LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • QUESS CORP LTD

  • TEAMLEASE SERVICES LTD

  • FEDERAL BANK LTD

  • COFORGE LTD

  • INFOSYS LTD

  • HCL TECHNOLOGIES LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • VARUN BEVERAGES LTD

  • ACME SOLAR HOLDINGS LTD

  • TATA CONSULTANCY SERVICES LTD

  • VEDANT FASHIONS LTD

  • G R INFRAPROJECTS LTD

  • PNB HOUSING FINANCE LTD

  • DABUR INDIA LTD

  • DCB BANK LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • SPICEJET LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • GO FASHION (INDIA) LTD

  • SHREE CEMENT LTD

  • PVR INOX LTD

  • TARC LTD

  • BRIGADE ENTERPRISES LTD

  • A) REPO

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Insurance

  • Cement & Construction Materials

  • Engineering - Construction

  • Refineries

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • IT - Software

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Finance - Housing

  • Miscellaneous

  • Construction - Real Estate

  • Bank - Public

  • Diesel Engines

  • Steel/Sponge Iron/Pig Iron

  • Metal - Non Ferrous

  • Automobile Two & Three Wheelers

  • Finance - Investment

  • Paints

  • Electric Equipment

  • Fintech

  • Finance Term Lending

  • Pesticides & Agrochemicals

  • Port

  • Steel & Iron Products

  • Professional Services

  • BPO/ITeS

  • Consumer Food

  • Textile

  • Household & Personal Products

  • Compressors / Pumps

  • Airlines

  • Diversified

  • Retailing

  • Film Production, Distribution & Entertainment

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Fund Manager

  • Education:B.Tech, PGDBM
  • Experience:23
  • Basic Details:With over 25 years of investment experience, Rahul Singh joined Tata Asset Management in October 2018 as CIO -Equities, leading the fund management and equity research teams.In his previous role at Ampersand Capital Investment Advisors LLP, Rahul was the Managing Partner. He has also worked with many reputed financial institutions like Standard Chartered Securities and Citigroup Global Markets India as Head of Equity Research.Rahul is a Bachelor of Technology in Mechanical Engineering from IIT Bombay and an alumnus of IIM Lucknow where he pursued his Master of Business Administration in Finance and Financial Management Services.
  • Funds Managed:
  • Tata Balanced Advantage Fund
  • Tata Business Cycle Fund
  • Tata Multi Asset Opportunities Fund
  • Tata Balanced Advantage Fund
  • Tata Business Cycle Fund
  • Tata Multi Asset Opportunities Fund

  • Cash

  • Equity

  • MFU

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About Tata Business Cycle Fund

Scheme Analysis

Tata Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 04-Aug-2021 and currently has an AUM of ₹2,734.92 crore. Tata Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Business Cycle Fund ended down ₹-0.33(-1.7%)yesterday to ₹19.0366.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Business Cycle Fund is managed by Murthy Nagarajan and Sailesh Jain.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782