Tata Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.33%)Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 10.80 23.45 26.23 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.38 21.87 24.21 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 10.23 25.88 24.98 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 4.75 11.08 13.90 1.94 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -12.71 27.19 24.54 1.81 5,168.64

Fund Holdings as on 31-January-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • BHARTI AIRTEL LTD

  • KOTAK MAHINDRA BANK LTD

  • LARSEN & TOUBRO LTD

  • ICICI BANK LTD

  • AXIS BANK LTD

  • CASH / NET CURRENT ASSET

  • LUPIN LTD

  • INDUSIND BANK LTD

  • STATE BANK OF INDIA

  • CIPLA LTD

  • AMBUJA CEMENTS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • KEC INTERNATIONAL LTD

  • GODREJ PROPERTIES LTD

  • ZOMATO LTD

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD

  • METROPOLIS HEALTHCARE LTD

  • CUMMINS INDIA LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • ZYDUS LIFESCIENCES LTD

  • THE RAMCO CEMENTS LTD

  • AUROBINDO PHARMA LTD

  • NUVOCO VISTAS CORPORATION LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • MUTHOOT FINANCE LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • HERO MOTOCORP LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • ASIAN PAINTS (INDIA) LTD

  • TEAMLEASE SERVICES LTD

  • ADANI ENERGY SOLUTIONS LTD

  • POWER FINANCE CORPORATION LTD

  • PI INDUSTRIES LTD

  • BANDHAN BANK LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • INFOSYS LTD

  • BRIGADE ENTERPRISES LTD

  • PB FINTECH LTD

  • DABUR INDIA LTD

  • VEDANT FASHIONS LTD

  • BAJAJ FINANCE LTD

  • HCL TECHNOLOGIES LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • FIVE-STAR BUSINESS FINANCE LTD

  • G R INFRAPROJECTS LTD

  • BAJAJ FINSERV LTD

  • ACME SOLAR HOLDINGS LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • TATA CONSULTANCY SERVICES LTD

  • FEDERAL BANK LTD

  • QUESS CORP LTD

  • GO FASHION (INDIA) LTD

  • JINDAL STEEL & POWER LTD

  • PNB HOUSING FINANCE LTD

  • THERMAX LTD

  • SPICEJET LTD

  • DCB BANK LTD

  • ADITYA BIRLA REAL ESTATE LTD

  • APTUS VALUE HOUSING FINANCE INDIA LTD

  • DR REDDYS LABORATORIES LTD

  • PVR INOX LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • SAMHI HOTELS LTD

  • TARC LTD

  • CIE AUTOMOTIVE INDIA LTD

  • VARUN BEVERAGES LTD

  • COFORGE LTD

  • JUNIPER HOTELS LTD

  • A) REPO

  • PRAVEG LTD

  • SOBHA LTD

  • TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Insurance

  • Engineering - Construction

  • Refineries

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • IT - Software

  • Construction - Real Estate

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Miscellaneous

  • Finance - Housing

  • Bank - Public

  • e-Commerce

  • Diesel Engines

  • Professional Services

  • Automobile Two & Three Wheelers

  • Paints

  • Finance Term Lending

  • Pesticides & Agrochemicals

  • Fintech

  • Household & Personal Products

  • Port

  • Textile

  • Finance - Investment

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Retailing

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Industrial Equipments

  • Airlines

  • Diversified

  • Film Production, Distribution & Entertainment

  • Compressors / Pumps

  • Forgings

  • Consumer Food

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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 ₹2,740.43 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 ₹-0.06(-0.33%)yesterday to ₹16.7419.

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